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Strategic Investment Solutions’s iShares Global Clean Energy ETF ICLN Stock Holding History

Strategic Investment Solutions’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
Q4 		$7.37K Sell
474
-29,136
-98% -$410K ﹤0.01% 805
2023
Q3 		$497K Buy
29,610
+29,143
+6,240% +$489K 0.01% 395
2023
Q2 		$8.71K Hold
467
– – ﹤0.01% 579
2023
Q1 		$9.23K Buy
+467
New +$9.25K ﹤0.01% 668

Other funds holding ICLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

Strategic Investment Solutions's ICLN Position: Q4 2023 in Review

Strategic Investment Solutions reduced its iShares Global Clean Energy ETF (ICLN) stake by 98% in Q4 2023, selling an estimated $410K and leaving 474 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Strategic Investment Solutions first reported a position in ICLN in Q1 2023 and has held it in 4 quarters since. The position peaked at $497K in Q3 2023. 535 funds tracked by Wall St. Rank hold ICLN as of Q4 2023.

  • Strategic Investment Solutions held 474 shares of iShares Global Clean Energy ETF worth $7.37K as of Q4 2023.
  • Strategic Investment Solutions sold 29,136 iShares Global Clean Energy ETF shares in Q4 2023, an estimated $410K.
  • iShares Global Clean Energy ETF made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q4 2023, its #805 holding.
  • Strategic Investment Solutions first reported a position in iShares Global Clean Energy ETF in Q1 2023 and has held it in 4 quarters since.
  • Strategic Investment Solutions's iShares Global Clean Energy ETF position peaked at $497K in Q3 2023.
  • 535 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2023.

Based on Strategic Investment Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.