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

Selective 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 Q4	–	Sell	-1,756	Closed	-$34K	–	391
2022 Q3	$34K	Hold	1,756	–	–	0.01%	347
2022 Q2	$33K	Buy	1,756 +256	+17%	+$4.99K	0.01%	388
2022 Q1	$32K	Hold	1,500	–	–	0.01%	380
2021 Q4	$32K	Hold	1,500	–	–	0.01%	337
2021 Q3	$32K	Hold	1,500	–	–	0.02%	314
2021 Q2	$35K	Buy	+1,500	New	+$34.2K	0.03%	224

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

Selective Wealth Management's ICLN Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2022, closing a stake of 1,756 shares — an estimated $34K sold.

Selective Wealth Management first reported a position in ICLN in Q2 2021 and held it in 6 quarters. The position peaked at $35K in Q2 2021. 577 funds tracked by Wall St. Rank hold ICLN as of Q4 2022.

Selective Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,756 iShares Global Clean Energy ETF shares in Q4 2022, an estimated $34K.
Selective Wealth Management first reported a position in iShares Global Clean Energy ETF in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's iShares Global Clean Energy ETF position peaked at $35K in Q2 2021.
577 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.