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

Long Run 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
2023 Q4	–	Sell	-201,685	Closed	-$2.95M	–	94
2023 Q3	$2.95M	Buy	201,685 +9,221	+5%	+$155K	0.96%	29
2023 Q2	$3.54M	Buy	192,464 +15,986	+9%	+$301K	1.13%	25
2023 Q1	$3.49M	Buy	176,478 +15,078	+9%	+$299K	1.19%	25
2022 Q4	$3.2M	Buy	161,400 +12,148	+8%	+$239K	1.15%	27
2022 Q3	$2.85M	Buy	149,252 +5,213	+4%	+$111K	1.13%	26
2022 Q2	$2.74M	Buy	144,039 +2,057	+1%	+$40.1K	1.06%	26
2022 Q1	$3.04M	Buy	141,982 +12,028	+9%	+$235K	1.06%	27
2021 Q4	$2.74M	Buy	+129,954	New	+$2.99M	0.95%	29

Other funds holding ICLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

TWP

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

Long Run Wealth Advisors's ICLN Position: Q4 2023 in Review

Long Run Wealth Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2023, closing a stake of 201,685 shares — an estimated $2.95M sold.

Long Run Wealth Advisors first reported a position in ICLN in Q4 2021 and held it in 8 quarters. The position peaked at $3.54M in Q2 2023. 535 funds tracked by Wall St. Rank hold ICLN as of Q4 2023.

Long Run Wealth Advisors reported no remaining iShares Global Clean Energy ETF position as of Q4 2023 after selling out during the quarter.
Long Run Wealth Advisors sold 201,685 iShares Global Clean Energy ETF shares in Q4 2023, an estimated $2.95M.
Long Run Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2021 and held it in 8 quarters.
Long Run Wealth Advisors's iShares Global Clean Energy ETF position peaked at $3.54M in Q2 2023.
535 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2023.

Based on Long Run Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.