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	–	1526
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

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return

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

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return