Sugarloaf Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Sugarloaf Wealth Management’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 Q2	–	Sell	-312	Closed	-$6.18K	–	703
2023 Q1	$6.18K	Hold	312	–	–	﹤0.01%	529
2022 Q4	$6.2K	Hold	312	–	–	﹤0.01%	553
2022 Q3	$6K	Hold	312	–	–	﹤0.01%	587
2022 Q2	$6K	Buy	312 +2	+0.6%	+$39	﹤0.01%	586
2022 Q1	$7K	Hold	310	–	–	﹤0.01%	524
2021 Q4	$7K	Buy	310 +2	+0.6%	+$46	﹤0.01%	554
2021 Q3	$7K	Hold	308	–	–	﹤0.01%	558
2021 Q2	$7K	Buy	308 +183	+146%	+$4.18K	﹤0.01%	558
2021 Q1	$7K	Buy	+125	New	+$3.5K	﹤0.01%	544

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

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

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

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFA

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

Sugarloaf Wealth Management's ICLN Position: Q2 2023 in Review

Sugarloaf Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2023, closing a stake of 312 shares — an estimated $6.18K sold.

Sugarloaf Wealth Management first reported a position in ICLN in Q1 2021 and held it in 9 quarters. The position peaked at $7K in Q1 2022. 547 funds tracked by Wall St. Rank hold ICLN as of Q2 2023.

Sugarloaf Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q2 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 312 iShares Global Clean Energy ETF shares in Q2 2023, an estimated $6.18K.
Sugarloaf Wealth Management first reported a position in iShares Global Clean Energy ETF in Q1 2021 and held it in 9 quarters.
Sugarloaf Wealth Management's iShares Global Clean Energy ETF position peaked at $7K in Q1 2022.
547 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.