Sterling Financial Planning’s iShares Global Clean Energy ETF ICLN Stock Holding History

Sterling Financial Planning’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
2021 Q4	–	Sell	-1,639	Closed	-$35K	–	231
2021 Q3	$35K	Hold	1,639	–	–	0.02%	217
2021 Q2	$38K	Hold	1,639	–	–	0.02%	196
2021 Q1	$40K	Hold	1,639	–	–	0.03%	167
2020 Q4	$46K	Buy	+1,639	New	+$36.8K	0.04%	153

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Sterling Financial Planning's ICLN Position: Q4 2021 in Review

Sterling Financial Planning sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2021, closing a stake of 1,639 shares — an estimated $35K sold.

Sterling Financial Planning first reported a position in ICLN in Q4 2020 and held it in 4 quarters. The position peaked at $46K in Q4 2020. 549 funds tracked by Wall St. Rank hold ICLN as of Q4 2021.

Sterling Financial Planning reported no remaining iShares Global Clean Energy ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 1,639 iShares Global Clean Energy ETF shares in Q4 2021, an estimated $35K.
Sterling Financial Planning first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's iShares Global Clean Energy ETF position peaked at $46K in Q4 2020.
549 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.