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

Wealthcare 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 Q1	–	Sell	-21,551	Closed	-$609K	–	755
2020 Q4	$609K	Sell	21,551 -4,673	-18%	-$105K	0.06%	37
2020 Q3	$485K	Buy	+26,224	New	+$410K	0.06%	36
2017 Q4	–	Sell	-224	Closed	-$2K	–	229
2017 Q3	$2K	Buy	+224	New	+$2.01K	﹤0.01%	161

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

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

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

Wealthcare Capital Management's ICLN Position: Q1 2021 in Review

Wealthcare Capital Management sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2021, closing a stake of 21,551 shares — an estimated $609K sold.

Wealthcare Capital Management first reported a position in ICLN in Q3 2017 and held it in 3 quarters. The position peaked at $609K in Q4 2020. 499 funds tracked by Wall St. Rank hold ICLN as of Q1 2021.

Wealthcare Capital Management reported no remaining iShares Global Clean Energy ETF position as of Q1 2021 after selling out during the quarter.
Wealthcare Capital Management sold 21,551 iShares Global Clean Energy ETF shares in Q1 2021, an estimated $609K.
Wealthcare Capital Management first reported a position in iShares Global Clean Energy ETF in Q3 2017 and held it in 3 quarters.
Wealthcare Capital Management's iShares Global Clean Energy ETF position peaked at $609K in Q4 2020.
499 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2021.

Based on Wealthcare Capital Management's 13F filing for Q1 2021, filed 30 Apr 2021.