Laurel Wealth Advisors (California)’s iShares Global Clean Energy ETF ICLN Stock Holding History

Laurel Wealth Advisors (California)’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 Q2	–	Sell	-9,603	Closed	-$207K	–	696
2022 Q1	$207K	Sell	9,603 -6,700	-41%	-$131K	0.02%	713
2021 Q4	$345K	Sell	16,303 -736	-4%	-$16.9K	0.03%	573
2021 Q3	$369K	Sell	17,039 -652	-4%	-$14.9K	0.07%	294
2021 Q2	$415K	Sell	17,691 -45	-0.3%	-$1.03K	0.05%	320
2021 Q1	$431K	Sell	17,736 -2,149	-11%	-$60.1K	0.07%	280
2020 Q4	$562K	Sell	19,885 -4,162	-17%	-$93.6K	0.08%	226
2020 Q3	$445K	Buy	24,047 +2,548	+12%	+$39.9K	0.07%	240
2020 Q2	$269K	Buy	+21,499	New	+$242K	0.05%	308

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

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Laurel Wealth Advisors (California)'s ICLN Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2022, closing a stake of 9,603 shares — an estimated $207K sold.

Laurel Wealth Advisors (California) first reported a position in ICLN in Q2 2020 and held it in 8 quarters. The position peaked at $562K in Q4 2020. 542 funds tracked by Wall St. Rank hold ICLN as of Q2 2022.

Laurel Wealth Advisors (California) reported no remaining iShares Global Clean Energy ETF position as of Q2 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 9,603 iShares Global Clean Energy ETF shares in Q2 2022, an estimated $207K.
Laurel Wealth Advisors (California) first reported a position in iShares Global Clean Energy ETF in Q2 2020 and held it in 8 quarters.
Laurel Wealth Advisors (California)'s iShares Global Clean Energy ETF position peaked at $562K in Q4 2020.
542 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.