Leo Brokerage’s iShares Global Clean Energy ETF ICLN Stock Holding History

Leo Brokerage’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 Q2	$5.52M	Sell	300,562 -4,724	-2%	-$88.8K	0.63%	26
2023 Q1	$6.04M	Buy	+305,286	New	+$6.05M	0.9%	23
2022 Q2	$3.38M	Buy	177,486 +39,445	+29%	+$769K	0.91%	28
2022 Q1	$2.97M	Buy	+138,041	New	+$2.7M	0.47%	41
2021 Q3	$2.63M	Sell	121,267 -35,327	-23%	-$805K	0.49%	36
2021 Q2	$3.67M	Buy	156,594 +46,979	+43%	+$1.07M	0.74%	30
2021 Q1	$2.66M	Buy	109,615 +11,215	+11%	+$314K	0.76%	33
2020 Q4	$2.78M	Buy	98,400 +12,521	+15%	+$281K	0.9%	26
2020 Q3	$1.07M	Buy	+85,879	New	+$1.34M	0.44%	38

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

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

Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFA

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

Leo Brokerage's ICLN Position: Q2 2023 in Review

Leo Brokerage reduced its iShares Global Clean Energy ETF (ICLN) stake by 1.5% in Q2 2023, selling an estimated $88.8K and leaving 300,562 shares worth $5.52M. The position accounts for 0.63% of the portfolio, ranked #26.

Leo Brokerage first reported a position in ICLN in Q3 2020 and has held it in 9 quarters since. The position peaked at $6.04M in Q1 2023. 547 funds tracked by Wall St. Rank hold ICLN as of Q2 2023.

Leo Brokerage held 300,562 shares of iShares Global Clean Energy ETF worth $5.52M as of Q2 2023.
Leo Brokerage sold 4,724 iShares Global Clean Energy ETF shares in Q2 2023, an estimated $88.8K.
iShares Global Clean Energy ETF made up 0.63% of Leo Brokerage's portfolio in Q2 2023, its #26 holding.
Leo Brokerage first reported a position in iShares Global Clean Energy ETF in Q3 2020 and has held it in 9 quarters since.
Leo Brokerage's iShares Global Clean Energy ETF position peaked at $6.04M in Q1 2023.
547 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.