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Next Financial Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Next Financial 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
2021
Q4 		$71K Sell
3,358
-11,932
-78% -$274K ﹤0.01% 1319
2021
Q3 		$331K Buy
15,290
+1,075
+8% +$24.5K 0.03% 624
2021
Q2 		$334K Buy
14,215
+9,599
+208% +$219K 0.03% 621
2021
Q1 		$112K Buy
4,616
+3,191
+224% +$89.3K 0.01% 988
2020
Q4 		$40K Buy
+1,425
New +$32K ﹤0.01% 1270

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Next Financial Group's ICLN Position: Q4 2021 in Review

Next Financial Group reduced its iShares Global Clean Energy ETF (ICLN) stake by 78% in Q4 2021, selling an estimated $274K and leaving 3,358 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Next Financial Group first reported a position in ICLN in Q4 2020 and has held it in 5 quarters since. The position peaked at $334K in Q2 2021. 549 funds tracked by Wall St. Rank hold ICLN as of Q4 2021.

  • Next Financial Group held 3,358 shares of iShares Global Clean Energy ETF worth $71K as of Q4 2021.
  • Next Financial Group sold 11,932 iShares Global Clean Energy ETF shares in Q4 2021, an estimated $274K.
  • iShares Global Clean Energy ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1319 holding.
  • Next Financial Group first reported a position in iShares Global Clean Energy ETF in Q4 2020 and has held it in 5 quarters since.
  • Next Financial Group's iShares Global Clean Energy ETF position peaked at $334K in Q2 2021.
  • 549 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.