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

WealthBridge 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
2021 Q3	–	Sell	-9,481	Closed	-$222K	–	170
2021 Q2	$222K	Sell	9,481 -2,767	-23%	-$63.2K	0.08%	155
2021 Q1	$298K	Buy	+12,248	New	+$343K	0.12%	120
2019 Q2	–	Sell	-1,000	Closed	-$10K	–	447
2019 Q1	$10K	Buy	+1,000	New	+$9.4K	0.01%	568

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

WealthBridge Capital Management's ICLN Position: Q3 2021 in Review

WealthBridge Capital Management sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2021, closing a stake of 9,481 shares — an estimated $222K sold.

WealthBridge Capital Management first reported a position in ICLN in Q1 2019 and held it in 3 quarters. The position peaked at $298K in Q1 2021. 517 funds tracked by Wall St. Rank hold ICLN as of Q3 2021.

WealthBridge Capital Management reported no remaining iShares Global Clean Energy ETF position as of Q3 2021 after selling out during the quarter.
WealthBridge Capital Management sold 9,481 iShares Global Clean Energy ETF shares in Q3 2021, an estimated $222K.
WealthBridge Capital Management first reported a position in iShares Global Clean Energy ETF in Q1 2019 and held it in 3 quarters.
WealthBridge Capital Management's iShares Global Clean Energy ETF position peaked at $298K in Q1 2021.
517 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2021.

Based on WealthBridge Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.