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

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 $16.5B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return