Level Financial Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Level Financial 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
2024 Q1	–	Sell	-149	Closed	-$2.32K	–	154
2023 Q4	$2.32K	Hold	149	–	–	﹤0.01%	237
2023 Q3	$2.18K	Hold	149	–	–	﹤0.01%	244
2023 Q2	$2.74K	Hold	149	–	–	﹤0.01%	241
2023 Q1	$2.95K	Hold	149	–	–	﹤0.01%	208
2022 Q4	$3K	Hold	149	–	–	﹤0.01%	207
2022 Q3	$3K	Hold	149	–	–	﹤0.01%	209
2022 Q2	$3K	Hold	149	–	–	﹤0.01%	233
2022 Q1	$3K	Hold	149	–	–	﹤0.01%	199
2021 Q4	$3K	Buy	+149	New	+$3.43K	﹤0.01%	228

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PCP

Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

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

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

S2L

Sparta 24 Ltd Tirat Hacarmel, Israel $109M AUM 16.57% 1-Year Est. Return

Level Financial Advisors's ICLN Position: Q1 2024 in Review

Level Financial Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2024, closing a stake of 149 shares — an estimated $2.32K sold.

Level Financial Advisors first reported a position in ICLN in Q4 2021 and held it in 9 quarters. The position peaked at $3K in Q4 2022. 508 funds tracked by Wall St. Rank hold ICLN as of Q1 2024.

Level Financial Advisors reported no remaining iShares Global Clean Energy ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 149 iShares Global Clean Energy ETF shares in Q1 2024, an estimated $2.32K.
Level Financial Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's iShares Global Clean Energy ETF position peaked at $3K in Q4 2022.
508 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.