MMBG Investment Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

MMBG Investment 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	-12,000	Closed	-$216K	–	155
2023 Q2	$216K	Hold	12,000	–	–	0.03%	151
2023 Q1	$237K	Hold	12,000	–	–	0.03%	152
2022 Q4	$238K	Hold	12,000	–	–	0.03%	151
2022 Q3	$229K	Hold	12,000	–	–	0.03%	150
2022 Q2	$229K	Hold	12,000	–	–	0.03%	148
2022 Q1	$258K	Buy	+12,000	New	+$235K	0.03%	149

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.56% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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

MMBG Investment Advisors's ICLN Position: Q3 2023 in Review

MMBG Investment Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2023, closing a stake of 12,000 shares — an estimated $216K sold.

MMBG Investment Advisors first reported a position in ICLN in Q1 2022 and held it in 6 quarters. The position peaked at $258K in Q1 2022. 536 funds tracked by Wall St. Rank hold ICLN as of Q3 2023.

MMBG Investment Advisors reported no remaining iShares Global Clean Energy ETF position as of Q3 2023 after selling out during the quarter.
MMBG Investment Advisors sold 12,000 iShares Global Clean Energy ETF shares in Q3 2023, an estimated $216K.
MMBG Investment Advisors first reported a position in iShares Global Clean Energy ETF in Q1 2022 and held it in 6 quarters.
MMBG Investment Advisors's iShares Global Clean Energy ETF position peaked at $258K in Q1 2022.
536 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2023.

Based on MMBG Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.