Syverson Strege & Co’s iShares Global Clean Energy ETF ICLN Stock Holding History

Syverson Strege & Co’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	-868	Closed	-$17.2K	–	318
2023 Q1	$17.2K	Hold	868	–	–	0.01%	199
2022 Q4	$17.2K	Hold	868	–	–	0.01%	175
2022 Q3	$17K	Hold	868	–	–	0.01%	168
2022 Q2	$17K	Hold	868	–	–	0.01%	190
2022 Q1	$19K	Hold	868	–	–	0.02%	168
2021 Q4	$18K	Hold	868	–	–	0.01%	179
2021 Q3	$19K	Hold	868	–	–	0.02%	194
2021 Q2	$20K	Buy	+868	New	+$19.8K	0.02%	170

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

Syverson Strege & Co's ICLN Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2023, closing a stake of 868 shares — an estimated $17.2K sold.

Syverson Strege & Co first reported a position in ICLN in Q2 2021 and held it in 8 quarters. The position peaked at $20K in Q2 2021. 547 funds tracked by Wall St. Rank hold ICLN as of Q2 2023.

Syverson Strege & Co reported no remaining iShares Global Clean Energy ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 868 iShares Global Clean Energy ETF shares in Q2 2023, an estimated $17.2K.
Syverson Strege & Co first reported a position in iShares Global Clean Energy ETF in Q2 2021 and held it in 8 quarters.
Syverson Strege & Co's iShares Global Clean Energy ETF position peaked at $20K in Q2 2021.
547 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.