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

SVB Wealth’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 		– Sell
-10,290
Closed -$150K – 911
2023
Q3 		$150K Sell
10,290
-397
-4% -$6.66K ﹤0.01% 772
2023
Q2 		$197K Sell
10,687
-24,770
-70% -$466K ﹤0.01% 828
2023
Q1 		$701K Sell
35,457
-186
-0.5% -$3.69K 0.01% 456
2022
Q4 		$708K Hold
35,643
– – 0.01% 476
2022
Q3 		$681K Buy
35,643
+5,584
+19% +$119K 0.01% 451
2022
Q2 		$573K Buy
30,059
+6,892
+30% +$134K 0.01% 416
2022
Q1 		$498K Sell
23,167
-7,864
-25% -$154K 0.01% 452
2021
Q4 		$656K Buy
31,031
+92
+0.3% +$2.12K 0.01% 382
2021
Q3 		$670K Sell
30,939
-1,532
-5% -$34.9K 0.01% 506
2021
Q2 		$762K Buy
32,471
+502
+2% +$11.5K 0.01% 460
2021
Q1 		$776K Buy
31,969
+6,712
+27% +$188K 0.01% 407
2020
Q4 		$712K Buy
25,257
+5,110
+25% +$115K 0.01% 392
2020
Q3 		$373K Buy
+20,147
New +$315K 0.01% 477

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

SVB Wealth's ICLN Position: Q4 2023 in Review

SVB Wealth sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2023, closing a stake of 10,290 shares — an estimated $150K sold.

SVB Wealth first reported a position in ICLN in Q3 2020 and held it in 13 quarters. The position peaked at $776K in Q1 2021. 535 funds tracked by Wall St. Rank hold ICLN as of Q4 2023.

  • SVB Wealth reported no remaining iShares Global Clean Energy ETF position as of Q4 2023 after selling out during the quarter.
  • SVB Wealth sold 10,290 iShares Global Clean Energy ETF shares in Q4 2023, an estimated $150K.
  • SVB Wealth first reported a position in iShares Global Clean Energy ETF in Q3 2020 and held it in 13 quarters.
  • SVB Wealth's iShares Global Clean Energy ETF position peaked at $776K in Q1 2021.
  • 535 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2023.

Based on SVB Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.