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

Squar Milner 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
2020 Q1	–	Sell	-44	Closed	–	–	812
2019 Q4	$0	Buy	+44	New	+$484	﹤0.01%	836

Other funds holding ICLN

AFA

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

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

ACM

Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GCA

Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Squar Milner Financial Services's ICLN Position: Q1 2020 in Review

Squar Milner Financial Services sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2020, closing a stake of 44 shares.

Squar Milner Financial Services first reported a position in ICLN in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 155 funds tracked by Wall St. Rank hold ICLN as of Q1 2020.

Squar Milner Financial Services reported no remaining iShares Global Clean Energy ETF position as of Q1 2020 after selling out during the quarter.
Squar Milner Financial Services sold 44 iShares Global Clean Energy ETF shares in Q1 2020.
Squar Milner Financial Services first reported a position in iShares Global Clean Energy ETF in Q4 2019 and held it in 1 quarter.
Squar Milner Financial Services's iShares Global Clean Energy ETF position peaked at $0 in Q4 2019.
155 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.