Psagot Value Holdings’s iShares Global Clean Energy ETF ICLN Stock Holding History

Psagot Value Holdings’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 Q1	–	Sell	-720	Closed	-$14K	–	538
2022 Q4	$14K	Sell	720 -665	-48%	-$13.1K	﹤0.01%	314
2022 Q3	$26K	Sell	1,385 -52,315	-97%	-$1.12M	0.01%	278
2022 Q2	$1.02M	Hold	53,700	–	–	0.24%	74
2022 Q1	$1.16M	Sell	53,700 -65,862	-55%	-$1.29M	0.25%	72
2021 Q4	$2.53M	Sell	119,562 -14,959	-11%	-$344K	0.48%	49
2021 Q3	$2.91M	Buy	134,521 +80,821	+151%	+$1.84M	0.5%	45
2021 Q2	$1.26M	Buy	53,700 +24,700	+85%	+$564K	0.05%	137
2021 Q1	$705K	Buy	+29,000	New	+$811K	0.02%	206

Other funds holding ICLN

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return