Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares Global Clean Energy ETF ICLN Stock Holding History

Legacy Financial Group (Iowa)’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
-2,619
Closed -$38.3K – 239
2023
Q3 		$38.3K Buy
+2,619
New +$43.9K 0.01% 201

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CI
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UBS Group
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BNP Paribas Financial Markets
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
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Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

Legacy Financial Group (Iowa)'s ICLN Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2023, closing a stake of 2,619 shares — an estimated $38.3K sold.

Legacy Financial Group (Iowa) first reported a position in ICLN in Q3 2023 and held it in 1 quarter. The position peaked at $38.3K in Q3 2023. 535 funds tracked by Wall St. Rank hold ICLN as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares Global Clean Energy ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 2,619 iShares Global Clean Energy ETF shares in Q4 2023, an estimated $38.3K.
  • Legacy Financial Group (Iowa) first reported a position in iShares Global Clean Energy ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares Global Clean Energy ETF position peaked at $38.3K in Q3 2023.
  • 535 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.