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Simplicity Solutions’s iShares Global Clean Energy ETF ICLN Stock Holding History

Simplicity Solutions’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 		$226K Sell
14,485
-5,002
-26% -$70.3K 0.01% 933
2023
Q3 		$285K Sell
19,487
-2,596
-12% -$43.6K 0.01% 786
2023
Q2 		$406K Buy
22,083
+1,912
+9% +$36K 0.01% 731
2023
Q1 		$399K Buy
+20,171
New +$400K 0.01% 759

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

Simplicity Solutions's ICLN Position: Q4 2023 in Review

Simplicity Solutions reduced its iShares Global Clean Energy ETF (ICLN) stake by 26% in Q4 2023, selling an estimated $70.3K and leaving 14,485 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #933.

Simplicity Solutions first reported a position in ICLN in Q1 2023 and has held it in 4 quarters since. The position peaked at $406K in Q2 2023. 535 funds tracked by Wall St. Rank hold ICLN as of Q4 2023.

  • Simplicity Solutions held 14,485 shares of iShares Global Clean Energy ETF worth $226K as of Q4 2023.
  • Simplicity Solutions sold 5,002 iShares Global Clean Energy ETF shares in Q4 2023, an estimated $70.3K.
  • iShares Global Clean Energy ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #933 holding.
  • Simplicity Solutions first reported a position in iShares Global Clean Energy ETF in Q1 2023 and has held it in 4 quarters since.
  • Simplicity Solutions's iShares Global Clean Energy ETF position peaked at $406K in Q2 2023.
  • 535 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.