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Paradigm Financial Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Paradigm 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
2021
Q4 		$270K Sell
12,760
-6,706
-34% -$154K 0.06% 178
2021
Q3 		$421K Hold
19,466
– – 0.1% 130
2021
Q2 		$457K Buy
19,466
+10,687
+122% +$244K 0.1% 126
2021
Q1 		$213K Buy
+8,779
New +$246K 0.05% 178

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

Paradigm Financial Advisors's ICLN Position: Q4 2021 in Review

Paradigm Financial Advisors reduced its iShares Global Clean Energy ETF (ICLN) stake by 34% in Q4 2021, selling an estimated $154K and leaving 12,760 shares worth $270K. The position accounts for 0.06% of the portfolio, ranked #178.

Paradigm Financial Advisors first reported a position in ICLN in Q1 2021 and has held it in 4 quarters since. The position peaked at $457K in Q2 2021. 549 funds tracked by Wall St. Rank hold ICLN as of Q4 2021.

  • Paradigm Financial Advisors held 12,760 shares of iShares Global Clean Energy ETF worth $270K as of Q4 2021.
  • Paradigm Financial Advisors sold 6,706 iShares Global Clean Energy ETF shares in Q4 2021, an estimated $154K.
  • iShares Global Clean Energy ETF made up 0.06% of Paradigm Financial Advisors's portfolio in Q4 2021, its #178 holding.
  • Paradigm Financial Advisors first reported a position in iShares Global Clean Energy ETF in Q1 2021 and has held it in 4 quarters since.
  • Paradigm Financial Advisors's iShares Global Clean Energy ETF position peaked at $457K in Q2 2021.
  • 549 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.