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

Resolute 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
2023 Q2	–	Sell	-2,125	Closed	-$42K	–	67
2023 Q1	$42K	Buy	+2,125	New	+$42.1K	﹤0.01%	63
2022 Q2	–	Sell	-2,105	Closed	-$45K	–	132
2022 Q1	$45K	Buy	2,105 +1	+0%	+$20	﹤0.01%	79
2021 Q4	$45K	Buy	2,104 +12	+0.6%	+$276	﹤0.01%	92
2021 Q3	$45K	Hold	2,092	–	–	0.01%	130
2021 Q2	$49K	Buy	2,092 +11	+0.5%	+$251	0.01%	84
2021 Q1	$24K	Buy	+2,081	New	+$58.2K	﹤0.01%	129

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 34.57% 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

Resolute Advisors's ICLN Position: Q2 2023 in Review

Resolute Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2023, closing a stake of 2,125 shares — an estimated $42K sold.

Resolute Advisors first reported a position in ICLN in Q1 2021 and held it in 6 quarters. The position peaked at $49K in Q2 2021. 547 funds tracked by Wall St. Rank hold ICLN as of Q2 2023.

Resolute Advisors reported no remaining iShares Global Clean Energy ETF position as of Q2 2023 after selling out during the quarter.
Resolute Advisors sold 2,125 iShares Global Clean Energy ETF shares in Q2 2023, an estimated $42K.
Resolute Advisors first reported a position in iShares Global Clean Energy ETF in Q1 2021 and held it in 6 quarters.
Resolute Advisors's iShares Global Clean Energy ETF position peaked at $49K in Q2 2021.
547 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2023.

Based on Resolute Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.