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L.J. Altfest & Co’s iShares Global Clean Energy ETF ICLN Stock Holding History

L.J. Altfest & Co’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
2022
Q4 		– Sell
-14,212
Closed -$271K – 265
2022
Q3 		$271K Buy
14,212
+49
+0.3% +$1.04K 0.05% 220
2022
Q2 		$270K Sell
14,163
-59,848
-81% -$1.17M 0.05% 215
2022
Q1 		$1.59M Buy
+74,011
New +$1.45M 0.28% 59

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

L.J. Altfest & Co's ICLN Position: Q4 2022 in Review

L.J. Altfest & Co sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2022, closing a stake of 14,212 shares — an estimated $271K sold.

L.J. Altfest & Co first reported a position in ICLN in Q1 2022 and held it in 3 quarters. The position peaked at $1.59M in Q1 2022. 577 funds tracked by Wall St. Rank hold ICLN as of Q4 2022.

  • L.J. Altfest & Co reported no remaining iShares Global Clean Energy ETF position as of Q4 2022 after selling out during the quarter.
  • L.J. Altfest & Co sold 14,212 iShares Global Clean Energy ETF shares in Q4 2022, an estimated $271K.
  • L.J. Altfest & Co first reported a position in iShares Global Clean Energy ETF in Q1 2022 and held it in 3 quarters.
  • L.J. Altfest & Co's iShares Global Clean Energy ETF position peaked at $1.59M in Q1 2022.
  • 577 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2022.

Based on L.J. Altfest & Co's 13F filing for Q4 2022, filed 2 Feb 2023.