PIMG
ICLN icon

Patriot Investment Management Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Patriot Investment 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
2023
Q1 		– Sell
-8,999
Closed -$185K – 291
2022
Q4 		$185K Buy
+8,999
New +$177K 0.02% 245
2020
Q3 		– Sell
-950
Closed -$11.9K – 397
2020
Q2 		$11.9K Buy
+950
New +$10.7K ﹤0.01% 483

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

Patriot Investment Management Group's ICLN Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2023, closing a stake of 8,999 shares — an estimated $185K sold.

Patriot Investment Management Group first reported a position in ICLN in Q2 2020 and held it in 2 quarters. The position peaked at $185K in Q4 2022. 577 funds tracked by Wall St. Rank hold ICLN as of Q1 2023.

  • Patriot Investment Management Group reported no remaining iShares Global Clean Energy ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 8,999 iShares Global Clean Energy ETF shares in Q1 2023, an estimated $185K.
  • Patriot Investment Management Group first reported a position in iShares Global Clean Energy ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's iShares Global Clean Energy ETF position peaked at $185K in Q4 2022.
  • 577 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.