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My Personal CFO LLC’s iShares Global Clean Energy ETF ICLN Stock Holding History

My Personal CFO LLC’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
Q1 		– Sell
-3,301
Closed -$65.5K – 410
2022
Q4 		$65.5K Buy
+3,301
New +$64.9K 0.06% 117

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.56% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

My Personal CFO LLC's ICLN Position: Q1 2023 in Review

My Personal CFO LLC sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2023, closing a stake of 3,301 shares — an estimated $65.5K sold.

My Personal CFO LLC first reported a position in ICLN in Q4 2022 and held it in 1 quarter. The position peaked at $65.5K in Q4 2022. 576 funds tracked by Wall St. Rank hold ICLN as of Q1 2023.

  • My Personal CFO LLC reported no remaining iShares Global Clean Energy ETF position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 3,301 iShares Global Clean Energy ETF shares in Q1 2023, an estimated $65.5K.
  • My Personal CFO LLC first reported a position in iShares Global Clean Energy ETF in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's iShares Global Clean Energy ETF position peaked at $65.5K in Q4 2022.
  • 576 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.