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Mosaic Family Wealth’s iShares Global Clean Energy ETF ICLN Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-1,178
Closed -$11K – 787
2017
Q3 		$11K Hold
1,178
– – ﹤0.01% 555
2017
Q2 		$10K Buy
+1,178
New +$10.1K ﹤0.01% 506

Other funds holding ICLN

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Mosaic Family Wealth's ICLN Position: Q4 2017 in Review

Mosaic Family Wealth sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2017, closing a stake of 1,178 shares — an estimated $11K sold.

Mosaic Family Wealth first reported a position in ICLN in Q2 2017 and held it in 2 quarters. The position peaked at $11K in Q3 2017. 70 funds tracked by Wall St. Rank hold ICLN as of Q4 2017.

  • Mosaic Family Wealth reported no remaining iShares Global Clean Energy ETF position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,178 iShares Global Clean Energy ETF shares in Q4 2017, an estimated $11K.
  • Mosaic Family Wealth first reported a position in iShares Global Clean Energy ETF in Q2 2017 and held it in 2 quarters.
  • Mosaic Family Wealth's iShares Global Clean Energy ETF position peaked at $11K in Q3 2017.
  • 70 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.