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

Stonebridge Financial Planning Group’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	-10,812	Closed	-$215K	–	126
2022 Q4	$215K	Sell	10,812 -1,630	-13%	-$32K	0.14%	117
2022 Q3	$238K	Sell	12,442 -718	-5%	-$15.3K	0.17%	107
2022 Q2	$251K	Sell	13,160 -700	-5%	-$13.6K	0.17%	99
2022 Q1	$298K	Sell	13,860 -1,400	-9%	-$27.4K	0.17%	92
2021 Q4	$271K	Sell	15,260 -1,575	-9%	-$36.2K	0.14%	104
2021 Q3	$416K	Sell	16,835 -4,840	-22%	-$110K	0.2%	86
2021 Q2	$509K	Sell	21,675 -155	-0.7%	-$3.54K	0.27%	74
2021 Q1	$502K	Buy	21,830 +17,180	+369%	+$481K	0.29%	66
2020 Q4	$131K	Buy	+4,650	New	+$105K	0.08%	129

Other funds holding ICLN

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B 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 New York $56.4B AUM 24.96% 1-Year Est. Return

AFA

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

Stonebridge Financial Planning Group's ICLN Position: Q1 2023 in Review

Stonebridge Financial Planning Group sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2023, closing a stake of 10,812 shares — an estimated $215K sold.

Stonebridge Financial Planning Group first reported a position in ICLN in Q4 2020 and held it in 9 quarters. The position peaked at $509K in Q2 2021. 577 funds tracked by Wall St. Rank hold ICLN as of Q1 2023.

Stonebridge Financial Planning Group reported no remaining iShares Global Clean Energy ETF position as of Q1 2023 after selling out during the quarter.
Stonebridge Financial Planning Group sold 10,812 iShares Global Clean Energy ETF shares in Q1 2023, an estimated $215K.
Stonebridge Financial Planning Group first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 9 quarters.
Stonebridge Financial Planning Group's iShares Global Clean Energy ETF position peaked at $509K in Q2 2021.
577 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2023.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2023, filed 4 May 2023.