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New England Capital Financial Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

New England Capital Financial 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
Q1 		– Sell
-101
Closed -$2.08K – 442
2022
Q4 		$2.08K Buy
+101
New +$1.99K ﹤0.01% 342

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 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 $56.4B AUM 24.96% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

New England Capital Financial Advisors's ICLN Position: Q1 2023 in Review

New England Capital Financial Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2023, closing a stake of 101 shares — an estimated $2.08K sold.

New England Capital Financial Advisors first reported a position in ICLN in Q4 2022 and held it in 1 quarter. The position peaked at $2.08K in Q4 2022. 577 funds tracked by Wall St. Rank hold ICLN as of Q1 2023.

  • New England Capital Financial Advisors reported no remaining iShares Global Clean Energy ETF position as of Q1 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 101 iShares Global Clean Energy ETF shares in Q1 2023, an estimated $2.08K.
  • New England Capital Financial Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2022 and held it in 1 quarter.
  • New England Capital Financial Advisors's iShares Global Clean Energy ETF position peaked at $2.08K in Q4 2022.
  • 577 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2023.

Based on New England Capital Financial Advisors's 13F filing for Q1 2023, filed 4 May 2023.