Lincoln National Corp’s iShares Global Clean Energy ETF ICLN Stock Holding History

Lincoln National Corp’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 Q2	–	Sell	-16,815	Closed	-$235K	–	543
2024 Q1	$235K	Buy	16,815 +5,135	+44%	+$72.3K	﹤0.01%	1076
2023 Q4	$182K	Buy	+11,680	New	+$164K	﹤0.01%	1058
2023 Q3	–	Sell	-20,772	Closed	-$382K	–	1050
2023 Q2	$382K	Buy	20,772 +30	+0.1%	+$564	0.01%	702
2023 Q1	$410K	Buy	20,742 +1,897	+10%	+$37.6K	0.01%	657
2022 Q4	$374K	Buy	18,845 +6,324	+51%	+$124K	0.01%	622
2022 Q3	$239K	Buy	12,521 +1,270	+11%	+$27.1K	0.01%	746
2022 Q2	$215K	Sell	11,251 -10,703	-49%	-$209K	0.01%	781
2022 Q1	$472K	Sell	21,954 -15,686	-42%	-$307K	0.01%	548
2021 Q4	$797K	Sell	37,640 -15,328	-29%	-$353K	0.02%	400
2021 Q3	$1.15M	Sell	52,968 -5,316	-9%	-$121K	0.03%	301
2021 Q2	$1.37M	Buy	58,284 +1,992	+4%	+$45.5K	0.03%	258
2021 Q1	$1.37M	Buy	56,292 +28,693	+104%	+$803K	0.03%	239
2020 Q4	$779K	Buy	+27,599	New	+$620K	0.02%	325

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TWP

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lincoln National Corp's ICLN Position: Q2 2024 in Review

Lincoln National Corp sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2024, closing a stake of 16,815 shares — an estimated $235K sold.

Lincoln National Corp first reported a position in ICLN in Q4 2020 and held it in 13 quarters. The position peaked at $1.37M in Q1 2021. 488 funds tracked by Wall St. Rank hold ICLN as of Q2 2024.

Lincoln National Corp reported no remaining iShares Global Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 16,815 iShares Global Clean Energy ETF shares in Q2 2024, an estimated $235K.
Lincoln National Corp first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 13 quarters.
Lincoln National Corp's iShares Global Clean Energy ETF position peaked at $1.37M in Q1 2021.
488 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.