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Lane & Associates’s iShares Global Clean Energy ETF ICLN Stock Holding History

Lane & Associates’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
Q4 		– Sell
-10,446
Closed -$153K – 106
2023
Q3 		$153K Sell
10,446
-1,151
-10% -$19.3K 0.12% 103
2023
Q2 		$213K Sell
11,597
-596
-5% -$11.2K 0.17% 98
2023
Q1 		$241K Sell
12,193
-252
-2% -$4.99K 0.22% 88
2022
Q4 		$247K Buy
+12,445
New +$245K 0.23% 77

Other funds holding ICLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

Lane & Associates's ICLN Position: Q4 2023 in Review

Lane & Associates sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2023, closing a stake of 10,446 shares — an estimated $153K sold.

Lane & Associates first reported a position in ICLN in Q4 2022 and held it in 4 quarters. The position peaked at $247K in Q4 2022. 535 funds tracked by Wall St. Rank hold ICLN as of Q4 2023.

  • Lane & Associates reported no remaining iShares Global Clean Energy ETF position as of Q4 2023 after selling out during the quarter.
  • Lane & Associates sold 10,446 iShares Global Clean Energy ETF shares in Q4 2023, an estimated $153K.
  • Lane & Associates first reported a position in iShares Global Clean Energy ETF in Q4 2022 and held it in 4 quarters.
  • Lane & Associates's iShares Global Clean Energy ETF position peaked at $247K in Q4 2022.
  • 535 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2023.

Based on Lane & Associates's 13F filing for Q4 2023, filed 9 Apr 2024.