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

Personal Capital 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
2022
Q4 		– Sell
-30,830
Closed -$589K – 495
2022
Q3 		$589K Buy
30,830
+198
+0.6% +$4.22K ﹤0.01% 269
2022
Q2 		$584K Buy
30,632
+100
+0.3% +$1.95K ﹤0.01% 267
2022
Q1 		$657K Buy
30,532
+426
+1% +$8.34K ﹤0.01% 280
2021
Q4 		$631K Buy
30,106
+2,287
+8% +$52.6K ﹤0.01% 298
2021
Q3 		$602K Buy
27,819
+608
+2% +$13.9K ﹤0.01% 283
2021
Q2 		$638K Buy
27,211
+1,266
+5% +$28.9K ﹤0.01% 279
2021
Q1 		$630K Buy
25,945
+7,201
+38% +$201K ﹤0.01% 279
2020
Q4 		$529K Buy
+18,744
New +$421K ﹤0.01% 293

Other funds holding ICLN

AWA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 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 $16.5B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.03B AUM 19.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return