Mariner Independent Advisor Network’s iShares Global Clean Energy ETF ICLN Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$465K	Sell	24,380 -1,204	-5%	-$25.7K	0.02%	482
2022 Q2	$491K	Sell	25,584 -3,336	-12%	-$65K	0.02%	471
2022 Q1	$625K	Sell	28,920 -33,022	-53%	-$646K	0.02%	419
2021 Q4	$1.32M	Sell	61,942 -45,652	-42%	-$1.05M	0.06%	292
2021 Q3	$2.33M	Buy	107,594 +22,786	+27%	+$519K	0.11%	205
2021 Q2	$1.99M	Buy	84,808 +44,443	+110%	+$1.01M	0.09%	239
2021 Q1	$981K	Buy	40,365 +18,846	+88%	+$527K	0.05%	303
2020 Q4	$608K	Buy	21,519 +9,146	+74%	+$206K	0.03%	334
2020 Q3	$229K	Sell	12,373 -17,002	-58%	-$266K	0.02%	300
2020 Q2	$373K	Sell	29,375 -18,187	-38%	-$205K	0.03%	283
2020 Q1	$437K	Buy	+47,562	New	+$563K	0.04%	292

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Mariner Independent Advisor Network's ICLN Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its iShares Global Clean Energy ETF (ICLN) stake by 4.7% in Q3 2022, selling an estimated $25.7K and leaving 24,380 shares worth $465K. The position accounts for 0.02% of the portfolio, ranked #482.

Mariner Independent Advisor Network first reported a position in ICLN in Q1 2020 and has held it in 11 quarters since. The position peaked at $2.33M in Q3 2021. 571 funds tracked by Wall St. Rank hold ICLN as of Q3 2022.

Mariner Independent Advisor Network held 24,380 shares of iShares Global Clean Energy ETF worth $465K as of Q3 2022.
Mariner Independent Advisor Network sold 1,204 iShares Global Clean Energy ETF shares in Q3 2022, an estimated $25.7K.
iShares Global Clean Energy ETF made up 0.02% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #482 holding.
Mariner Independent Advisor Network first reported a position in iShares Global Clean Energy ETF in Q1 2020 and has held it in 11 quarters since.
Mariner Independent Advisor Network's iShares Global Clean Energy ETF position peaked at $2.33M in Q3 2021.
571 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.