Mercer Capital Advisers’s iShares Global Clean Energy ETF ICLN Stock Holding History

Mercer Capital Advisers’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
2021 Q3	$162K	Hold	7,500	–	–	0.09%	103
2021 Q2	$176K	Hold	7,500	–	–	0.09%	109
2021 Q1	$182K	Hold	7,500	–	–	0.1%	105
2020 Q4	$212K	Hold	7,500	–	–	0.12%	88
2020 Q3	$139K	Hold	7,500	–	–	0.09%	101
2020 Q2	$94K	Hold	7,500	–	–	0.06%	114
2020 Q1	$72K	Buy	7,500 +5,000	+200%	+$59.2K	0.05%	118
2019 Q4	$29K	Hold	2,500	–	–	0.02%	160
2019 Q3	$27K	Hold	2,500	–	–	0.02%	166
2019 Q2	$27K	Hold	2,500	–	–	0.02%	168
2019 Q1	$24K	Hold	2,500	–	–	0.02%	170
2018 Q4	$21K	Hold	2,500	–	–	0.02%	176
2018 Q3	$22K	Hold	2,500	–	–	0.01%	180
2018 Q2	$22K	Hold	2,500	–	–	0.02%	184
2018 Q1	$24K	Hold	2,500	–	–	0.02%	175
2017 Q4	$23K	Sell	2,500 -4,000	-62%	-$36.4K	0.02%	179
2017 Q3	$58K	Hold	6,500	–	–	0.04%	152
2017 Q2	$56K	Hold	6,500	–	–	0.04%	155
2017 Q1	$56K	Hold	6,500	–	–	0.04%	160
2016 Q4	$51K	Hold	6,500	–	–	0.04%	163
2016 Q3	$60K	Hold	6,500	–	–	0.05%	156
2016 Q2	$57K	Hold	6,500	–	–	0.05%	151
2016 Q1	$61K	Buy	6,500 +2,500	+63%	+$21.7K	0.05%	140
2015 Q4	$39K	Buy	4,000 +1,500	+60%	+$14.6K	0.03%	176
2015 Q3	$23K	Buy	2,500 +500	+25%	+$5K	0.02%	198
2015 Q2	$22K	Hold	2,000	–	–	0.02%	216
2015 Q1	$24K	Buy	+2,000	New	+$21.4K	0.02%	208

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Mercer Capital Advisers's ICLN Position: Q3 2021 in Review

Mercer Capital Advisers held its iShares Global Clean Energy ETF (ICLN) position steady in Q3 2021 at 7,500 shares worth $162K. The position accounts for 0.09% of the portfolio, ranked #103.

Mercer Capital Advisers first reported a position in ICLN in Q1 2015 and has held it in 27 quarters since. The position peaked at $212K in Q4 2020. 517 funds tracked by Wall St. Rank hold ICLN as of Q3 2021.

Mercer Capital Advisers held 7,500 shares of iShares Global Clean Energy ETF worth $162K as of Q3 2021.
Mercer Capital Advisers left its iShares Global Clean Energy ETF share count unchanged in Q3 2021.
iShares Global Clean Energy ETF made up 0.09% of Mercer Capital Advisers's portfolio in Q3 2021, its #103 holding.
Mercer Capital Advisers first reported a position in iShares Global Clean Energy ETF in Q1 2015 and has held it in 27 quarters since.
Mercer Capital Advisers's iShares Global Clean Energy ETF position peaked at $212K in Q4 2020.
517 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2021.

Based on Mercer Capital Advisers's 13F filing for Q3 2021, filed 27 Oct 2021.