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

Lowe 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 Q3	–	Sell	-220	Closed	-$4.05K	–	333
2023 Q2	$4.05K	Hold	220	–	–	﹤0.01%	277
2023 Q1	$4.35K	Hold	220	–	–	﹤0.01%	261
2022 Q4	$4.37K	Hold	220	–	–	﹤0.01%	264
2022 Q3	$4K	Hold	220	–	–	﹤0.01%	257
2022 Q2	$4K	Hold	220	–	–	﹤0.01%	244
2022 Q1	$5K	Hold	220	–	–	﹤0.01%	241
2021 Q4	$5K	Hold	220	–	–	﹤0.01%	229
2021 Q3	$5K	Hold	220	–	–	﹤0.01%	220
2021 Q2	$5K	Sell	220 -20,715	-99%	-$473K	﹤0.01%	212
2021 Q1	$509K	Buy	+20,935	New	+$586K	0.26%	25

Other funds holding ICLN

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 $16.6B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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

Lowe Wealth Advisors's ICLN Position: Q3 2023 in Review

Lowe Wealth Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2023, closing a stake of 220 shares — an estimated $4.05K sold.

Lowe Wealth Advisors first reported a position in ICLN in Q1 2021 and held it in 10 quarters. The position peaked at $509K in Q1 2021. 537 funds tracked by Wall St. Rank hold ICLN as of Q3 2023.

Lowe Wealth Advisors reported no remaining iShares Global Clean Energy ETF position as of Q3 2023 after selling out during the quarter.
Lowe Wealth Advisors sold 220 iShares Global Clean Energy ETF shares in Q3 2023, an estimated $4.05K.
Lowe Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q1 2021 and held it in 10 quarters.
Lowe Wealth Advisors's iShares Global Clean Energy ETF position peaked at $509K in Q1 2021.
537 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2023.

Based on Lowe Wealth Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.