Lenox Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Lenox Wealth Advisors’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 Q1	$117K	Buy	5,532 +4	+0.1%	+$78	0.01%	150
2021 Q4	$117K	Buy	5,528 +1,105	+25%	+$25.4K	0.01%	154
2021 Q3	$96K	Hold	4,423	–	–	0.01%	160
2021 Q2	$104K	Buy	4,423 +24	+0.5%	+$548	0.01%	153
2021 Q1	$107K	Buy	+4,399	New	+$123K	0.01%	124

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lenox Wealth Advisors's ICLN Position: Q1 2022 in Review

Lenox Wealth Advisors increased its iShares Global Clean Energy ETF (ICLN) stake by 0.07% in Q1 2022, buying an estimated $78 and bringing the position to 5,532 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #150.

Lenox Wealth Advisors first reported a position in ICLN in Q1 2021 and has held it in 5 quarters since. 558 funds tracked by Wall St. Rank hold ICLN as of Q1 2022.

Lenox Wealth Advisors held 5,532 shares of iShares Global Clean Energy ETF worth $117K as of Q1 2022.
Lenox Wealth Advisors bought 4 iShares Global Clean Energy ETF shares in Q1 2022, an estimated $78.
iShares Global Clean Energy ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #150 holding.
Lenox Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q1 2021 and has held it in 5 quarters since.
558 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.