Stamos Capital Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

Stamos Capital Partners’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
2022 Q4	–	Sell	-18,670	Closed	-$356K	–	153
2022 Q3	$356K	Buy	+18,670	New	+$398K	0.09%	166
2021 Q4	–	Sell	-23,110	Closed	-$500K	–	59
2021 Q3	$500K	Buy	23,110 +120	+0.5%	+$2.73K	0.28%	42
2021 Q2	$539K	Buy	22,990 +9,390	+69%	+$214K	0.28%	43
2021 Q1	$330K	Hold	13,600	–	–	0.17%	47
2020 Q4	$384K	Buy	+13,600	New	+$306K	0.16%	51

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

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

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

Stamos Capital Partners's ICLN Position: Q4 2022 in Review

Stamos Capital Partners sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2022, closing a stake of 18,670 shares — an estimated $356K sold.

Stamos Capital Partners first reported a position in ICLN in Q4 2020 and held it in 5 quarters. The position peaked at $539K in Q2 2021. 577 funds tracked by Wall St. Rank hold ICLN as of Q4 2022.

Stamos Capital Partners reported no remaining iShares Global Clean Energy ETF position as of Q4 2022 after selling out during the quarter.
Stamos Capital Partners sold 18,670 iShares Global Clean Energy ETF shares in Q4 2022, an estimated $356K.
Stamos Capital Partners first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 5 quarters.
Stamos Capital Partners's iShares Global Clean Energy ETF position peaked at $539K in Q2 2021.
577 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2022.

Based on Stamos Capital Partners's 13F filing for Q4 2022, filed 13 Feb 2023.