Patriot Financial Group Insurance Agency’s iShares Global Clean Energy ETF ICLN Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-10,051	Closed	-$191K	–	1094
2022 Q2	$191K	Buy	10,051 +8	+0.1%	+$156	0.04%	395
2022 Q1	$216K	Sell	10,043 -4,382	-30%	-$85.8K	0.04%	398
2021 Q4	$305K	Buy	14,425 +171	+1%	+$3.93K	0.05%	347
2021 Q3	$309K	Buy	14,254 +58	+0.4%	+$1.32K	0.05%	333
2021 Q2	$333K	Buy	14,196 +7,089	+100%	+$162K	0.06%	313
2021 Q1	$173K	Buy	7,107 +4,695	+195%	+$131K	0.04%	421
2020 Q4	$68K	Buy	+2,412	New	+$54.2K	0.02%	597

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ICLN Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2022, closing a stake of 10,051 shares — an estimated $191K sold.

Patriot Financial Group Insurance Agency first reported a position in ICLN in Q4 2020 and held it in 7 quarters. The position peaked at $333K in Q2 2021. 571 funds tracked by Wall St. Rank hold ICLN as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares Global Clean Energy ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 10,051 iShares Global Clean Energy ETF shares in Q3 2022, an estimated $191K.
Patriot Financial Group Insurance Agency first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's iShares Global Clean Energy ETF position peaked at $333K in Q2 2021.
571 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.