Sargent Bickham Lagudis’s iShares Global Clean Energy ETF ICLN Stock Holding History

Sargent Bickham Lagudis’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 Q4	$47K	Sell	2,367 -1,605	-40%	-$31.6K	﹤0.01%	451
2022 Q3	$76K	Buy	3,972 +174	+5%	+$3.71K	0.01%	351
2022 Q2	$73K	Hold	3,798	–	–	0.01%	358
2022 Q1	$82K	Buy	3,798 +183	+5%	+$3.58K	0.01%	363
2021 Q4	$77K	Buy	3,615 +496	+16%	+$11.4K	0.01%	376
2021 Q3	$68K	Hold	3,119	–	–	0.01%	394
2021 Q2	$73K	Buy	3,119 +412	+15%	+$9.4K	0.01%	386
2021 Q1	$66K	Buy	2,707 +100	+4%	+$2.8K	0.01%	394
2020 Q4	$74K	Hold	2,607	–	–	0.01%	364
2020 Q3	$48K	Hold	2,607	–	–	﹤0.01%	386
2020 Q2	$33K	Hold	2,607	–	–	﹤0.01%	416
2020 Q1	$25K	Hold	2,607	–	–	﹤0.01%	425
2019 Q4	$31K	Buy	2,607 +2,075	+390%	+$22.8K	﹤0.01%	450
2019 Q3	$6K	Hold	532	–	–	﹤0.01%	615
2019 Q2	$6K	Hold	532	–	–	﹤0.01%	647
2019 Q1	$5K	Buy	+532	New	+$5K	﹤0.01%	694

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

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

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

Sargent Bickham Lagudis's ICLN Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its iShares Global Clean Energy ETF (ICLN) stake by 40% in Q4 2022, selling an estimated $31.6K and leaving 2,367 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Sargent Bickham Lagudis first reported a position in ICLN in Q1 2019 and has held it in 16 quarters since. The position peaked at $82K in Q1 2022. 577 funds tracked by Wall St. Rank hold ICLN as of Q4 2022.

Sargent Bickham Lagudis held 2,367 shares of iShares Global Clean Energy ETF worth $47K as of Q4 2022.
Sargent Bickham Lagudis sold 1,605 iShares Global Clean Energy ETF shares in Q4 2022, an estimated $31.6K.
iShares Global Clean Energy ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #451 holding.
Sargent Bickham Lagudis first reported a position in iShares Global Clean Energy ETF in Q1 2019 and has held it in 16 quarters since.
Sargent Bickham Lagudis's iShares Global Clean Energy ETF position peaked at $82K in Q1 2022.
577 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.