Mid Atlantic Financial Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$1.94M	Buy	89,738 +18	+0%	+$410	0.13%	148
2021 Q2	$2.1M	Buy	89,720 +70,798	+374%	+$1.62M	0.14%	142
2021 Q1	$460K	Buy	18,922 +1,061	+6%	+$29.7K	0.03%	461
2020 Q4	$504K	Buy	17,861 +2,613	+17%	+$58.7K	0.04%	399
2020 Q3	$328K	Buy	+15,248	New	+$238K	0.03%	481

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

Mid Atlantic Financial Management's ICLN Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its iShares Global Clean Energy ETF (ICLN) stake by 0.02% in Q3 2021, buying an estimated $410 and bringing the position to 89,738 shares worth $1.94M. The position accounts for 0.13% of the portfolio, ranked #148.

Mid Atlantic Financial Management first reported a position in ICLN in Q3 2020 and has held it in 5 quarters since. The position peaked at $2.1M in Q2 2021. 517 funds tracked by Wall St. Rank hold ICLN as of Q3 2021.

Mid Atlantic Financial Management held 89,738 shares of iShares Global Clean Energy ETF worth $1.94M as of Q3 2021.
Mid Atlantic Financial Management bought 18 iShares Global Clean Energy ETF shares in Q3 2021, an estimated $410.
iShares Global Clean Energy ETF made up 0.13% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #148 holding.
Mid Atlantic Financial Management first reported a position in iShares Global Clean Energy ETF in Q3 2020 and has held it in 5 quarters since.
Mid Atlantic Financial Management's iShares Global Clean Energy ETF position peaked at $2.1M in Q2 2021.
517 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.