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National Wealth Management Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

National Wealth Management 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
2022
Q4 		– Sell
-29,050
Closed -$555K – 148
2022
Q3 		$555K Buy
+29,050
New +$619K 0.72% 31

Other funds holding ICLN

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

National Wealth Management Group's ICLN Position: Q4 2022 in Review

National Wealth Management Group sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2022, closing a stake of 29,050 shares — an estimated $555K sold.

National Wealth Management Group first reported a position in ICLN in Q3 2022 and held it in 1 quarter. The position peaked at $555K in Q3 2022. 577 funds tracked by Wall St. Rank hold ICLN as of Q4 2022.

  • National Wealth Management Group reported no remaining iShares Global Clean Energy ETF position as of Q4 2022 after selling out during the quarter.
  • National Wealth Management Group sold 29,050 iShares Global Clean Energy ETF shares in Q4 2022, an estimated $555K.
  • National Wealth Management Group first reported a position in iShares Global Clean Energy ETF in Q3 2022 and held it in 1 quarter.
  • National Wealth Management Group's iShares Global Clean Energy ETF position peaked at $555K in Q3 2022.
  • 577 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2022.

Based on National Wealth Management Group's 13F filing for Q4 2022, filed 17 Nov 2023.