Sullivan, Bruyette, Speros & Blaney’s iShares Global Clean Energy ETF ICLN Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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	$314K	Buy	+12,932	New	+$362K	0.01%	234

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's ICLN Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney opened a new position in iShares Global Clean Energy ETF (ICLN) in Q1 2021: 12,932 shares worth $314K. The stake represents 0.01% of the portfolio and ranks #234 among its holdings.

498 funds tracked by Wall St. Rank hold ICLN as of Q1 2021.

Sullivan, Bruyette, Speros & Blaney held 12,932 shares of iShares Global Clean Energy ETF worth $314K as of Q1 2021.
iShares Global Clean Energy ETF was a new Sullivan, Bruyette, Speros & Blaney position in Q1 2021.
iShares Global Clean Energy ETF made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #234 holding.
498 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.