Principle Wealth Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

Principle Wealth Partners’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 Q4	–	Sell	-19,279	Closed	-$282K	–	341
2023 Q3	$282K	Hold	19,279	–	–	0.03%	261
2023 Q2	$355K	Hold	19,279	–	–	0.04%	242
2023 Q1	$381K	Buy	19,279 +325	+2%	+$6.44K	0.04%	220
2022 Q4	$376K	Sell	18,954 -2,650	-12%	-$52.1K	0.04%	224
2022 Q3	$412K	Sell	21,604 -4,100	-16%	-$87.4K	0.04%	201
2022 Q2	$490K	Sell	25,704 -414	-2%	-$8.07K	0.06%	196
2022 Q1	$562K	Sell	26,118 -7,191	-22%	-$141K	0.06%	189
2021 Q4	$705K	Sell	33,309 -6,395	-16%	-$147K	0.07%	169
2021 Q3	$860K	Buy	39,704 +9,360	+31%	+$213K	0.1%	142
2021 Q2	$712K	Buy	30,344 +15,920	+110%	+$363K	0.08%	163
2021 Q1	$351K	Buy	14,424 +6,812	+89%	+$191K	0.04%	221
2020 Q4	$215K	Buy	+7,612	New	+$171K	0.03%	263

Other funds holding ICLN

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

TWP

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

Principle Wealth Partners's ICLN Position: Q4 2023 in Review

Principle Wealth Partners sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2023, closing a stake of 19,279 shares — an estimated $282K sold.

Principle Wealth Partners first reported a position in ICLN in Q4 2020 and held it in 12 quarters. The position peaked at $860K in Q3 2021. 535 funds tracked by Wall St. Rank hold ICLN as of Q4 2023.

Principle Wealth Partners reported no remaining iShares Global Clean Energy ETF position as of Q4 2023 after selling out during the quarter.
Principle Wealth Partners sold 19,279 iShares Global Clean Energy ETF shares in Q4 2023, an estimated $282K.
Principle Wealth Partners first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 12 quarters.
Principle Wealth Partners's iShares Global Clean Energy ETF position peaked at $860K in Q3 2021.
535 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2023.

Based on Principle Wealth Partners's 13F filing for Q4 2023, filed 5 Feb 2024.