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Provence Wealth Management Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Provence Wealth Management Group’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 		$31.1K Hold
2,000
– – 0.02% 242
2023
Q3 		$29.2K Buy
+2,000
New +$33.6K 0.02% 233

Other funds holding ICLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

Provence Wealth Management Group's ICLN Position: Q4 2023 in Review

Provence Wealth Management Group held its iShares Global Clean Energy ETF (ICLN) position steady in Q4 2023 at 2,000 shares worth $31.1K. The position accounts for 0.02% of the portfolio, ranked #242.

Provence Wealth Management Group first reported a position in ICLN in Q3 2023 and has held it in 2 quarters since. 536 funds tracked by Wall St. Rank hold ICLN as of Q4 2023.

  • Provence Wealth Management Group held 2,000 shares of iShares Global Clean Energy ETF worth $31.1K as of Q4 2023.
  • Provence Wealth Management Group left its iShares Global Clean Energy ETF share count unchanged in Q4 2023.
  • iShares Global Clean Energy ETF made up 0.02% of Provence Wealth Management Group's portfolio in Q4 2023, its #242 holding.
  • Provence Wealth Management Group first reported a position in iShares Global Clean Energy ETF in Q3 2023 and has held it in 2 quarters since.
  • 536 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.