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Stewardship Financial Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Stewardship Financial Advisors’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
Q1 		– Sell
-64
Closed -$2K – 98
2020
Q4 		$2K Buy
+64
New +$1.44K ﹤0.01% 90

Other funds holding ICLN

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stewardship Financial Advisors's ICLN Position: Q1 2021 in Review

Stewardship Financial Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2021, closing a stake of 64 shares — an estimated $2K sold.

Stewardship Financial Advisors first reported a position in ICLN in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 498 funds tracked by Wall St. Rank hold ICLN as of Q1 2021.

  • Stewardship Financial Advisors reported no remaining iShares Global Clean Energy ETF position as of Q1 2021 after selling out during the quarter.
  • Stewardship Financial Advisors sold 64 iShares Global Clean Energy ETF shares in Q1 2021, an estimated $2K.
  • Stewardship Financial Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 1 quarter.
  • Stewardship Financial Advisors's iShares Global Clean Energy ETF position peaked at $2K in Q4 2020.
  • 498 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.