WealthOne’s iShares Global Clean Energy ETF ICLN Stock Holding History

WealthOne’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 Q4	–	Sell	-11,111	Closed	-$241K	–	118
2021 Q3	$241K	Buy	+11,111	New	+$253K	0.09%	116
2019 Q1	–	Sell	-1,655	Closed	-$14K	–	280
2018 Q4	$14K	Buy	+1,655	New	+$14.1K	0.01%	328

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

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

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

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

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

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

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

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

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

WealthOne's ICLN Position: Q4 2021 in Review

WealthOne sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2021, closing a stake of 11,111 shares — an estimated $241K sold.

WealthOne first reported a position in ICLN in Q4 2018 and held it in 2 quarters. The position peaked at $241K in Q3 2021. 549 funds tracked by Wall St. Rank hold ICLN as of Q4 2021.

WealthOne reported no remaining iShares Global Clean Energy ETF position as of Q4 2021 after selling out during the quarter.
WealthOne sold 11,111 iShares Global Clean Energy ETF shares in Q4 2021, an estimated $241K.
WealthOne first reported a position in iShares Global Clean Energy ETF in Q4 2018 and held it in 2 quarters.
WealthOne's iShares Global Clean Energy ETF position peaked at $241K in Q3 2021.
549 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2021.

Based on WealthOne's 13F filing for Q4 2021, filed 11 Feb 2022.