USCA RIA’s iShares Global Clean Energy ETF ICLN Stock Holding History

USCA RIA’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 Q2	–	Sell	-33,216	Closed	-$807K	–	575
2021 Q1	$807K	Buy	+33,216	New	+$929K	0.05%	319
2020 Q2	–	Sell	-10,000	Closed	-$96K	–	462
2020 Q1	$96K	Buy	+10,000	New	+$118K	0.01%	385

Other funds holding ICLN

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

USCA RIA's ICLN Position: Q2 2021 in Review

USCA RIA sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2021, closing a stake of 33,216 shares — an estimated $807K sold.

USCA RIA first reported a position in ICLN in Q1 2020 and held it in 2 quarters. The position peaked at $807K in Q1 2021. 526 funds tracked by Wall St. Rank hold ICLN as of Q2 2021.

USCA RIA reported no remaining iShares Global Clean Energy ETF position as of Q2 2021 after selling out during the quarter.
USCA RIA sold 33,216 iShares Global Clean Energy ETF shares in Q2 2021, an estimated $807K.
USCA RIA first reported a position in iShares Global Clean Energy ETF in Q1 2020 and held it in 2 quarters.
USCA RIA's iShares Global Clean Energy ETF position peaked at $807K in Q1 2021.
526 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.