Leelyn Smith’s iShares Global Clean Energy ETF ICLN Stock Holding History

Leelyn Smith’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 Q1	–	Sell	-2,697	Closed	-$53.5K	–	247
2022 Q4	$53.5K	Buy	2,697 +576	+27%	+$11.3K	0.01%	176
2022 Q3	$40K	Buy	2,121 +821	+63%	+$17.5K	0.01%	166
2022 Q2	$25K	Hold	1,300	–	–	0.01%	231
2022 Q1	$28K	Hold	1,300	–	–	0.01%	224
2021 Q4	$28K	Hold	1,300	–	–	0.01%	229
2021 Q3	$28K	Hold	1,300	–	–	0.01%	218
2021 Q2	$30K	Buy	+1,300	New	+$29.7K	0.01%	215

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

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

AFA

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

Leelyn Smith's ICLN Position: Q1 2023 in Review

Leelyn Smith sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2023, closing a stake of 2,697 shares — an estimated $53.5K sold.

Leelyn Smith first reported a position in ICLN in Q2 2021 and held it in 7 quarters. The position peaked at $53.5K in Q4 2022. 576 funds tracked by Wall St. Rank hold ICLN as of Q1 2023.

Leelyn Smith reported no remaining iShares Global Clean Energy ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 2,697 iShares Global Clean Energy ETF shares in Q1 2023, an estimated $53.5K.
Leelyn Smith first reported a position in iShares Global Clean Energy ETF in Q2 2021 and held it in 7 quarters.
Leelyn Smith's iShares Global Clean Energy ETF position peaked at $53.5K in Q4 2022.
576 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.