Sutton Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Sutton Wealth Advisors’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 Q3	–	Sell	-34	Closed	-$798	–	1326
2021 Q2	$798	Buy	34 +9	+36%	+$205	﹤0.01%	1243
2021 Q1	$608	Buy	+25	New	+$699	﹤0.01%	1227

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Sutton Wealth Advisors's ICLN Position: Q3 2021 in Review

Sutton Wealth Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2021, closing a stake of 34 shares — an estimated $798 sold.

Sutton Wealth Advisors first reported a position in ICLN in Q1 2021 and held it in 2 quarters. The position peaked at $798 in Q2 2021. 517 funds tracked by Wall St. Rank hold ICLN as of Q3 2021.

Sutton Wealth Advisors reported no remaining iShares Global Clean Energy ETF position as of Q3 2021 after selling out during the quarter.
Sutton Wealth Advisors sold 34 iShares Global Clean Energy ETF shares in Q3 2021, an estimated $798.
Sutton Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q1 2021 and held it in 2 quarters.
Sutton Wealth Advisors's iShares Global Clean Energy ETF position peaked at $798 in Q2 2021.
517 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2021.

Based on Sutton Wealth Advisors's 13F filing for Q3 2021, filed 7 Nov 2023.