Peoples Financial Services Corp’s iShares Global Clean Energy ETF ICLN Stock Holding History

Peoples Financial Services Corp’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
2024 Q1	–	Sell	-200	Closed	-$3.11K	–	247
2023 Q4	$3.11K	Hold	200	–	–	﹤0.01%	236
2023 Q3	$2.92K	Hold	200	–	–	﹤0.01%	239
2023 Q2	$3.68K	Hold	200	–	–	﹤0.01%	243
2023 Q1	$3.95K	Hold	200	–	–	﹤0.01%	240
2022 Q4	$3.97K	Hold	200	–	–	﹤0.01%	240
2022 Q3	$4K	Sell	200 -400	-67%	-$8.53K	﹤0.01%	248
2022 Q2	$12K	Hold	600	–	–	0.01%	224
2022 Q1	$13K	Hold	600	–	–	0.01%	228
2021 Q4	$12K	Hold	600	–	–	﹤0.01%	218
2021 Q3	$13K	Hold	600	–	–	0.01%	216
2021 Q2	$14K	Buy	+600	New	+$13.7K	0.01%	212

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PCP

Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

S2L

Sparta 24 Ltd Tirat Hacarmel, Israel $109M AUM 16.57% 1-Year Est. Return

Peoples Financial Services Corp's ICLN Position: Q1 2024 in Review

Peoples Financial Services Corp sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2024, closing a stake of 200 shares — an estimated $3.11K sold.

Peoples Financial Services Corp first reported a position in ICLN in Q2 2021 and held it in 11 quarters. The position peaked at $14K in Q2 2021. 508 funds tracked by Wall St. Rank hold ICLN as of Q1 2024.

Peoples Financial Services Corp reported no remaining iShares Global Clean Energy ETF position as of Q1 2024 after selling out during the quarter.
Peoples Financial Services Corp sold 200 iShares Global Clean Energy ETF shares in Q1 2024, an estimated $3.11K.
Peoples Financial Services Corp first reported a position in iShares Global Clean Energy ETF in Q2 2021 and held it in 11 quarters.
Peoples Financial Services Corp's iShares Global Clean Energy ETF position peaked at $14K in Q2 2021.
508 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2024.

Based on Peoples Financial Services Corp's 13F filing for Q1 2024, filed 17 Apr 2024.