Relaxing Retirement Coach’s iShares Global Clean Energy ETF ICLN Stock Holding History

Relaxing Retirement Coach’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 Q2	$194K	Buy	10,550 +70	+0.7%	+$1.32K	0.06%	76
2023 Q1	$207K	Hold	10,480	–	–	0.07%	67
2022 Q4	$208K	Buy	10,480 +19	+0.2%	+$374	0.08%	65
2022 Q3	$200K	Hold	10,461	–	–	0.09%	52
2022 Q2	$199K	Buy	10,461 +80	+0.8%	+$1.56K	0.1%	57
2022 Q1	$223K	Buy	10,381 +7	+0.1%	+$137	0.11%	51
2021 Q4	$220K	Buy	+10,374	New	+$239K	0.13%	52

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

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

Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFA

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

Relaxing Retirement Coach's ICLN Position: Q2 2023 in Review

Relaxing Retirement Coach increased its iShares Global Clean Energy ETF (ICLN) stake by 0.67% in Q2 2023, buying an estimated $1.32K and bringing the position to 10,550 shares worth $194K. The position accounts for 0.06% of the portfolio, ranked #76.

Relaxing Retirement Coach first reported a position in ICLN in Q4 2021 and has held it in 7 quarters since. The position peaked at $223K in Q1 2022. 547 funds tracked by Wall St. Rank hold ICLN as of Q2 2023.

Relaxing Retirement Coach held 10,550 shares of iShares Global Clean Energy ETF worth $194K as of Q2 2023.
Relaxing Retirement Coach bought 70 iShares Global Clean Energy ETF shares in Q2 2023, an estimated $1.32K.
iShares Global Clean Energy ETF made up 0.06% of Relaxing Retirement Coach's portfolio in Q2 2023, its #76 holding.
Relaxing Retirement Coach first reported a position in iShares Global Clean Energy ETF in Q4 2021 and has held it in 7 quarters since.
Relaxing Retirement Coach's iShares Global Clean Energy ETF position peaked at $223K in Q1 2022.
547 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.