TD Capital Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

TD Capital Management’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 Q3	–	Sell	-23	Closed	-$427	–	425
2023 Q2	$427	Hold	23	–	–	﹤0.01%	400
2023 Q1	$456	Sell	23 -1,373	-98%	-$27.2K	﹤0.01%	395
2022 Q4	$27.7K	Sell	1,396 -4,673	-77%	-$91.9K	﹤0.01%	200
2022 Q3	$116K	Buy	+6,069	New	+$129K	0.02%	113

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

Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.56% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

TD Capital Management's ICLN Position: Q3 2023 in Review

TD Capital Management sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2023, closing a stake of 23 shares — an estimated $427 sold.

TD Capital Management first reported a position in ICLN in Q3 2022 and held it in 4 quarters. The position peaked at $116K in Q3 2022. 536 funds tracked by Wall St. Rank hold ICLN as of Q3 2023.

TD Capital Management reported no remaining iShares Global Clean Energy ETF position as of Q3 2023 after selling out during the quarter.
TD Capital Management sold 23 iShares Global Clean Energy ETF shares in Q3 2023, an estimated $427.
TD Capital Management first reported a position in iShares Global Clean Energy ETF in Q3 2022 and held it in 4 quarters.
TD Capital Management's iShares Global Clean Energy ETF position peaked at $116K in Q3 2022.
536 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2023.

Based on TD Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.