Sowell Financial Services’s iShares Global Clean Energy ETF ICLN Stock Holding History

Sowell Financial Services’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 Q1	–	Sell	-32,246	Closed	-$640K	–	794
2022 Q4	$640K	Buy	+32,246	New	+$634K	0.04%	393
2021 Q2	–	Sell	-23,210	Closed	-$502K	–	1525
2021 Q1	$502K	Buy	23,210 +20,685	+819%	+$579K	0.02%	639
2020 Q4	$71K	Buy	2,525 +1,125	+80%	+$25.3K	﹤0.01%	1277
2020 Q3	$26K	Hold	1,400	–	–	﹤0.01%	1444
2020 Q2	$18K	Sell	1,400 -120,188	-99%	-$1.35M	﹤0.01%	1496
2020 Q1	$1.16M	Buy	121,588 +120,188	+8,585%	+$1.42M	0.09%	231
2019 Q4	$16K	Hold	1,400	–	–	﹤0.01%	1512
2019 Q3	$15K	Buy	+1,400	New	+$15.2K	﹤0.01%	1389

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.57% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Sowell Financial Services's ICLN Position: Q1 2023 in Review

Sowell Financial Services sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2023, closing a stake of 32,246 shares — an estimated $640K sold.

Sowell Financial Services first reported a position in ICLN in Q3 2019 and held it in 8 quarters. The position peaked at $1.16M in Q1 2020. 576 funds tracked by Wall St. Rank hold ICLN as of Q1 2023.

Sowell Financial Services reported no remaining iShares Global Clean Energy ETF position as of Q1 2023 after selling out during the quarter.
Sowell Financial Services sold 32,246 iShares Global Clean Energy ETF shares in Q1 2023, an estimated $640K.
Sowell Financial Services first reported a position in iShares Global Clean Energy ETF in Q3 2019 and held it in 8 quarters.
Sowell Financial Services's iShares Global Clean Energy ETF position peaked at $1.16M in Q1 2020.
576 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2023.

Based on Sowell Financial Services's 13F filing for Q1 2023, filed 12 May 2023.