RegentAtlantic Capital’s iShares Global Clean Energy ETF ICLN Stock Holding History

RegentAtlantic Capital’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 Q3	$413K	Buy	21,613 +14	+0.1%	+$298	0.01%	490
2022 Q2	$411K	Buy	+21,599	New	+$421K	0.01%	479
2022 Q1	–	Sell	-12,237	Closed	-$259K	–	701
2021 Q4	$259K	Buy	12,237 +205	+2%	+$4.71K	0.01%	605
2021 Q3	$261K	Buy	+12,032	New	+$274K	0.01%	585

Other funds holding ICLN

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 $16.6B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

RegentAtlantic Capital's ICLN Position: Q3 2022 in Review

RegentAtlantic Capital increased its iShares Global Clean Energy ETF (ICLN) stake by 0.06% in Q3 2022, buying an estimated $298 and bringing the position to 21,613 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #490.

RegentAtlantic Capital first reported a position in ICLN in Q3 2021 and has held it in 4 quarters since. 571 funds tracked by Wall St. Rank hold ICLN as of Q3 2022.

RegentAtlantic Capital held 21,613 shares of iShares Global Clean Energy ETF worth $413K as of Q3 2022.
RegentAtlantic Capital bought 14 iShares Global Clean Energy ETF shares in Q3 2022, an estimated $298.
iShares Global Clean Energy ETF made up 0.01% of RegentAtlantic Capital's portfolio in Q3 2022, its #490 holding.
RegentAtlantic Capital first reported a position in iShares Global Clean Energy ETF in Q3 2021 and has held it in 4 quarters since.
571 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.