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Tobias Financial Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Tobias Financial 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
2023
Q4 		– Sell
-508,308
Closed -$7.43M – 99
2023
Q3 		$7.43M Sell
508,308
-130,193
-20% -$2.18M 1.95% 14
2023
Q2 		$11.7M Buy
638,501
+8,785
+1% +$165K 3.17% 10
2023
Q1 		$12.5M Buy
629,716
+40,139
+7% +$795K 3.65% 8
2022
Q4 		$11.7M Sell
589,577
-5,569
-0.9% -$109K 3.84% 9
2022
Q3 		$11.4M Buy
595,146
+39,837
+7% +$849K 4.01% 9
2022
Q2 		$10.6M Sell
555,309
-32,940
-6% -$642K 3.55% 8
2022
Q1 		$12.7M Buy
+588,249
New +$11.5M 4.37% 7
2021
Q4 		– Sell
-517,951
Closed -$11.2M – 84
2021
Q3 		$11.2M Buy
517,951
+46,286
+10% +$1.06M 4.19% 7
2021
Q2 		$11.1M Buy
471,665
+457,904
+3,328% +$10.5M 4.38% 6
2021
Q1 		$334K Buy
13,761
+1,940
+16% +$54.3K 0.14% 55
2020
Q4 		$334K Hold
11,821
– – 0.15% 52
2020
Q3 		$219K Buy
+11,821
New +$185K 0.12% 58
2020
Q1 		– Sell
-40
Closed – – 152
2019
Q4 		$0 Buy
+40
New +$440 ﹤0.01% 291

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

Tobias Financial Advisors's ICLN Position: Q4 2023 in Review

Tobias Financial Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2023, closing a stake of 508,308 shares — an estimated $7.43M sold.

Tobias Financial Advisors first reported a position in ICLN in Q4 2019 and held it in 13 quarters. The position peaked at $12.7M in Q1 2022. 535 funds tracked by Wall St. Rank hold ICLN as of Q4 2023.

  • Tobias Financial Advisors reported no remaining iShares Global Clean Energy ETF position as of Q4 2023 after selling out during the quarter.
  • Tobias Financial Advisors sold 508,308 iShares Global Clean Energy ETF shares in Q4 2023, an estimated $7.43M.
  • Tobias Financial Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2019 and held it in 13 quarters.
  • Tobias Financial Advisors's iShares Global Clean Energy ETF position peaked at $12.7M in Q1 2022.
  • 535 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2023.

Based on Tobias Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.