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Sage Advisory Services’s iShares Global Clean Energy ETF ICLN Stock Holding History

Sage Advisory Services’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
-10,239
Closed -$203K – 49
2023
Q1 		$203K Buy
10,239
+20
+0.2% +$396 0.06% 44
2022
Q4 		$203K Sell
10,219
-5,574
-35% -$110K 0.06% 46
2022
Q3 		$301K Buy
15,793
+3,212
+26% +$68.5K 0.09% 43
2022
Q2 		$240K Buy
+12,581
New +$245K 0.07% 49

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.57% 1-Year Est. Return
Commonwealth Equity Services
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

Sage Advisory Services's ICLN Position: Q2 2023 in Review

Sage Advisory Services sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2023, closing a stake of 10,239 shares — an estimated $203K sold.

Sage Advisory Services first reported a position in ICLN in Q2 2022 and held it in 4 quarters. The position peaked at $301K in Q3 2022. 547 funds tracked by Wall St. Rank hold ICLN as of Q2 2023.

  • Sage Advisory Services reported no remaining iShares Global Clean Energy ETF position as of Q2 2023 after selling out during the quarter.
  • Sage Advisory Services sold 10,239 iShares Global Clean Energy ETF shares in Q2 2023, an estimated $203K.
  • Sage Advisory Services first reported a position in iShares Global Clean Energy ETF in Q2 2022 and held it in 4 quarters.
  • Sage Advisory Services's iShares Global Clean Energy ETF position peaked at $301K in Q3 2022.
  • 547 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2023.

Based on Sage Advisory Services's 13F filing for Q2 2023, filed 2 Aug 2023.