Robertson Stephens Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Robertson Stephens Wealth Management’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 Q2	–	Sell	-9,420	Closed	-$202K	–	399
2022 Q1	$202K	Buy	+9,420	New	+$184K	0.02%	372
2021 Q4	–	Sell	-9,420	Closed	-$203K	–	385
2021 Q3	$203K	Sell	9,420 -627	-6%	-$14.3K	0.02%	301
2021 Q2	$235K	Buy	10,047 +627	+7%	+$14.3K	0.03%	301
2021 Q1	$228K	Buy	+9,420	New	+$264K	0.04%	266

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

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Robertson Stephens Wealth Management's ICLN Position: Q2 2022 in Review

Robertson Stephens Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2022, closing a stake of 9,420 shares — an estimated $202K sold.

Robertson Stephens Wealth Management first reported a position in ICLN in Q1 2021 and held it in 4 quarters. The position peaked at $235K in Q2 2021. 542 funds tracked by Wall St. Rank hold ICLN as of Q2 2022.

Robertson Stephens Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q2 2022 after selling out during the quarter.
Robertson Stephens Wealth Management sold 9,420 iShares Global Clean Energy ETF shares in Q2 2022, an estimated $202K.
Robertson Stephens Wealth Management first reported a position in iShares Global Clean Energy ETF in Q1 2021 and held it in 4 quarters.
Robertson Stephens Wealth Management's iShares Global Clean Energy ETF position peaked at $235K in Q2 2021.
542 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2022.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.