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Summit Wealth Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Summit Wealth 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
Q2 		– Sell
-12,916
Closed -$1K – 162
2023
Q1 		$1K Buy
+12,916
New +$256K 0.02% 123

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.57% 1-Year Est. Return
Commonwealth Equity Services
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

Summit Wealth Group's ICLN Position: Q2 2023 in Review

Summit Wealth Group sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2023, closing a stake of 12,916 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in ICLN in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 547 funds tracked by Wall St. Rank hold ICLN as of Q2 2023.

  • Summit Wealth Group reported no remaining iShares Global Clean Energy ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 12,916 iShares Global Clean Energy ETF shares in Q2 2023, an estimated $1K.
  • Summit Wealth Group first reported a position in iShares Global Clean Energy ETF in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's iShares Global Clean Energy ETF position peaked at $1K in Q1 2023.
  • 547 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.