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M&R Capital Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

M&R Capital Management’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 		– Sell
-990
Closed -$19.6K – 624
2023
Q1 		$19.6K Sell
990
-60
-6% -$1.19K 0.01% 309
2022
Q4 		$20.8K Buy
+1,050
New +$20.6K 0.01% 292

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

M&R Capital Management's ICLN Position: Q2 2023 in Review

M&R Capital Management sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2023, closing a stake of 990 shares — an estimated $19.6K sold.

M&R Capital Management first reported a position in ICLN in Q4 2022 and held it in 2 quarters. The position peaked at $20.8K in Q4 2022. 547 funds tracked by Wall St. Rank hold ICLN as of Q2 2023.

  • M&R Capital Management reported no remaining iShares Global Clean Energy ETF position as of Q2 2023 after selling out during the quarter.
  • M&R Capital Management sold 990 iShares Global Clean Energy ETF shares in Q2 2023, an estimated $19.6K.
  • M&R Capital Management first reported a position in iShares Global Clean Energy ETF in Q4 2022 and held it in 2 quarters.
  • M&R Capital Management's iShares Global Clean Energy ETF position peaked at $20.8K in Q4 2022.
  • 547 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2023.

Based on M&R Capital Management's 13F filing for Q2 2023, filed 5 Jul 2023.