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

Perennial 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
Q3 		– Sell
-265
Closed -$6K – 157
2021
Q2 		$6K Sell
265
-825
-76% -$18.8K ﹤0.01% 257
2021
Q1 		$26K Buy
1,090
+940
+627% +$26.3K 0.01% 189
2020
Q4 		$4K Buy
+150
New +$3.37K ﹤0.01% 231
2020
Q3 		– Sell
-150
Closed -$2K – 133
2020
Q2 		$2K Buy
+150
New +$1.69K ﹤0.01% 215
2019
Q1 		– Sell
-150
Closed -$1K – 127
2018
Q4 		$1K Hold
150
– – ﹤0.01% 211
2018
Q3 		$1K Hold
150
– – ﹤0.01% 206
2018
Q2 		$1K Hold
150
– – ﹤0.01% 210
2018
Q1 		$1K Buy
+150
New +$1.42K ﹤0.01% 203

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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Squarepoint
Squarepoint New York $46.5B AUM 20.93% 1-Year Est. Return