MRA Advisory Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

MRA Advisory Group’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 Q4	–	Sell	-172,182	Closed	-$2.52M	–	123
2023 Q3	$2.52M	Buy	172,182 +39,320	+30%	+$660K	1.8%	24
2023 Q2	$2.44M	Buy	+132,862	New	+$2.5M	1.68%	25

Other funds holding ICLN

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

MRA Advisory Group's ICLN Position: Q4 2023 in Review

MRA Advisory Group sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2023, closing a stake of 172,182 shares — an estimated $2.52M sold.

MRA Advisory Group first reported a position in ICLN in Q2 2023 and held it in 2 quarters. The position peaked at $2.52M in Q3 2023. 535 funds tracked by Wall St. Rank hold ICLN as of Q4 2023.

MRA Advisory Group reported no remaining iShares Global Clean Energy ETF position as of Q4 2023 after selling out during the quarter.
MRA Advisory Group sold 172,182 iShares Global Clean Energy ETF shares in Q4 2023, an estimated $2.52M.
MRA Advisory Group first reported a position in iShares Global Clean Energy ETF in Q2 2023 and held it in 2 quarters.
MRA Advisory Group's iShares Global Clean Energy ETF position peaked at $2.52M in Q3 2023.
535 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2023.

Based on MRA Advisory Group's 13F filing for Q4 2023, filed 12 Feb 2024.