RPg Family Wealth Advisory’s iShares Global Clean Energy ETF ICLN Stock Holding History

RPg Family Wealth Advisory’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	-3,500	Closed	-$75.3K	–	190
2022 Q1	$75.3K	Hold	3,500	–	–	0.03%	135
2021 Q4	$74.1K	Hold	3,500	–	–	0.03%	148
2021 Q3	$75.8K	Buy	3,500 +2,000	+133%	+$45.6K	0.03%	147
2021 Q2	$35.2K	Buy	+1,500	New	+$34.2K	0.01%	191
2020 Q4	$42.4K	Hold	1,500	–	–	0.02%	168
2020 Q3	$27.7K	Buy	+1,500	New	+$23.5K	0.01%	197

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

RPg Family Wealth Advisory's ICLN Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2022, closing a stake of 3,500 shares — an estimated $75.3K sold.

RPg Family Wealth Advisory first reported a position in ICLN in Q3 2020 and held it in 6 quarters. The position peaked at $75.8K in Q3 2021. 542 funds tracked by Wall St. Rank hold ICLN as of Q2 2022.

RPg Family Wealth Advisory reported no remaining iShares Global Clean Energy ETF position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 3,500 iShares Global Clean Energy ETF shares in Q2 2022, an estimated $75.3K.
RPg Family Wealth Advisory first reported a position in iShares Global Clean Energy ETF in Q3 2020 and held it in 6 quarters.
RPg Family Wealth Advisory's iShares Global Clean Energy ETF position peaked at $75.8K in Q3 2021.
542 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.