Kingsview Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Kingsview Wealth Management’s Portfolio ICLN Stock Details ICLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-53,355	Closed	-$1.06M	–	938
2023 Q1	$1.06M	Buy	53,355 +33,380	+167%	+$661K	0.04%	387
2022 Q4	$397K	Sell	19,975 -1,386	-6%	-$27.2K	0.02%	582
2022 Q3	$408K	Buy	+21,361	New	+$455K	0.02%	549
2021 Q1	–	Sell	-22,273	Closed	-$629K	–	897
2020 Q4	$629K	Buy	+22,273	New	+$501K	0.05%	395

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Kingsview Wealth Management's ICLN Position: Q2 2023 in Review

Kingsview Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2023, closing a stake of 53,355 shares — an estimated $1.06M sold.

Kingsview Wealth Management first reported a position in ICLN in Q4 2020 and held it in 4 quarters. The position peaked at $1.06M in Q1 2023. 547 funds tracked by Wall St. Rank hold ICLN as of Q2 2023.

Kingsview Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q2 2023 after selling out during the quarter.
Kingsview Wealth Management sold 53,355 iShares Global Clean Energy ETF shares in Q2 2023, an estimated $1.06M.
Kingsview Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 4 quarters.
Kingsview Wealth Management's iShares Global Clean Energy ETF position peaked at $1.06M in Q1 2023.
547 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2023.

Based on Kingsview Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.