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

Sheets Smith 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
Q4 		– Sell
-100
Closed -$1.46K – 406
2023
Q3 		$1.46K Buy
+100
New +$1.68K ﹤0.01% 482

Other funds holding ICLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

Sheets Smith Wealth Management's ICLN Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2023, closing a stake of 100 shares — an estimated $1.46K sold.

Sheets Smith Wealth Management first reported a position in ICLN in Q3 2023 and held it in 1 quarter. The position peaked at $1.46K in Q3 2023. 535 funds tracked by Wall St. Rank hold ICLN as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 100 iShares Global Clean Energy ETF shares in Q4 2023, an estimated $1.46K.
  • Sheets Smith Wealth Management first reported a position in iShares Global Clean Energy ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's iShares Global Clean Energy ETF position peaked at $1.46K in Q3 2023.
  • 535 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.