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

SeaCrest 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
2023
Q2 		– Sell
-14,383
Closed -$284K – 641
2023
Q1 		$284K Sell
14,383
-3,561
-20% -$70.5K 0.04% 477
2022
Q4 		$356K Buy
17,944
+37
+0.2% +$727 0.05% 408
2022
Q3 		$342K Sell
17,907
-1,333
-7% -$28.4K 0.05% 406
2022
Q2 		$367K Buy
+19,240
New +$375K 0.05% 421
2021
Q3 		– Sell
-26,241
Closed -$616K – 701
2021
Q2 		$616K Sell
26,241
-1,602
-6% -$36.6K 0.07% 290
2021
Q1 		$677K Sell
27,843
-8,050
-22% -$225K 0.09% 245
2020
Q4 		$1.01M Sell
35,893
-6,443
-15% -$145K 0.14% 152
2020
Q3 		$783K Buy
42,336
+3,917
+10% +$61.3K 0.13% 181
2020
Q2 		$481K Buy
38,419
+4,845
+14% +$54.6K 0.08% 251
2020
Q1 		$321K Sell
33,574
-100
-0.3% -$1.18K 0.07% 309
2019
Q4 		$396K Buy
33,674
+100
+0.3% +$1.1K 0.07% 332
2019
Q3 		$366K Buy
+33,574
New +$366K 0.07% 333

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 34.56% 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

SeaCrest Wealth Management's ICLN Position: Q2 2023 in Review

SeaCrest Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2023, closing a stake of 14,383 shares — an estimated $284K sold.

SeaCrest Wealth Management first reported a position in ICLN in Q3 2019 and held it in 12 quarters. The position peaked at $1.01M in Q4 2020. 547 funds tracked by Wall St. Rank hold ICLN as of Q2 2023.

  • SeaCrest Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q2 2023 after selling out during the quarter.
  • SeaCrest Wealth Management sold 14,383 iShares Global Clean Energy ETF shares in Q2 2023, an estimated $284K.
  • SeaCrest Wealth Management first reported a position in iShares Global Clean Energy ETF in Q3 2019 and held it in 12 quarters.
  • SeaCrest Wealth Management's iShares Global Clean Energy ETF position peaked at $1.01M in Q4 2020.
  • 547 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2023.

Based on SeaCrest Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.