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Reilly Financial Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Reilly Financial Advisors’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
2021
Q4 		$30K Hold
1,427
– – ﹤0.01% 494
2021
Q3 		$31K Buy
1,427
+1,000
+234% +$22.8K ﹤0.01% 453
2021
Q2 		$10K Hold
427
– – ﹤0.01% 702
2021
Q1 		$10K Hold
427
– – ﹤0.01% 700
2020
Q4 		$12K Buy
+427
New +$9.6K ﹤0.01% 589

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Reilly Financial Advisors's ICLN Position: Q4 2021 in Review

Reilly Financial Advisors held its iShares Global Clean Energy ETF (ICLN) position steady in Q4 2021 at 1,427 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Reilly Financial Advisors first reported a position in ICLN in Q4 2020 and has held it in 5 quarters since. The position peaked at $31K in Q3 2021. 549 funds tracked by Wall St. Rank hold ICLN as of Q4 2021.

  • Reilly Financial Advisors held 1,427 shares of iShares Global Clean Energy ETF worth $30K as of Q4 2021.
  • Reilly Financial Advisors left its iShares Global Clean Energy ETF share count unchanged in Q4 2021.
  • iShares Global Clean Energy ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #494 holding.
  • Reilly Financial Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2020 and has held it in 5 quarters since.
  • Reilly Financial Advisors's iShares Global Clean Energy ETF position peaked at $31K in Q3 2021.
  • 549 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.