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 Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.57% 1-Year Est. Return

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Psagot Value Holdings's ICLN Position: Q1 2023 in Review

Psagot Value Holdings sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2023, closing a stake of 720 shares — an estimated $14K sold.

Psagot Value Holdings first reported a position in ICLN in Q1 2021 and held it in 8 quarters. The position peaked at $2.91M in Q3 2021. 576 funds tracked by Wall St. Rank hold ICLN as of Q1 2023.

Psagot Value Holdings reported no remaining iShares Global Clean Energy ETF position as of Q1 2023 after selling out during the quarter.
Psagot Value Holdings sold 720 iShares Global Clean Energy ETF shares in Q1 2023, an estimated $14K.
Psagot Value Holdings first reported a position in iShares Global Clean Energy ETF in Q1 2021 and held it in 8 quarters.
Psagot Value Holdings's iShares Global Clean Energy ETF position peaked at $2.91M in Q3 2021.
576 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2023.

Based on Psagot Value Holdings's 13F filing for Q1 2023, filed 20 Jun 2023.