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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

MIH

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

MFS

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Personal Capital Advisors's ICLN Position: Q4 2022 in Review

Personal Capital Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2022, closing a stake of 30,830 shares — an estimated $589K sold.

Personal Capital Advisors first reported a position in ICLN in Q4 2020 and held it in 8 quarters. The position peaked at $657K in Q1 2022. 577 funds tracked by Wall St. Rank hold ICLN as of Q4 2022.

Personal Capital Advisors reported no remaining iShares Global Clean Energy ETF position as of Q4 2022 after selling out during the quarter.
Personal Capital Advisors sold 30,830 iShares Global Clean Energy ETF shares in Q4 2022, an estimated $589K.
Personal Capital Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 8 quarters.
Personal Capital Advisors's iShares Global Clean Energy ETF position peaked at $657K in Q1 2022.
577 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.