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WFA of San Diego’s iShares Global Clean Energy ETF ICLN Stock Holding History

WFA of San Diego’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
Q3 		$147 Hold
10
– – ﹤0.01% 397
2023
Q2 		$184 Buy
+10
New +$188 ﹤0.01% 388

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

WFA of San Diego's ICLN Position: Q3 2023 in Review

WFA of San Diego held its iShares Global Clean Energy ETF (ICLN) position steady in Q3 2023 at 10 shares worth $147. The position accounts for ﹤0.01% of the portfolio, ranked #397.

WFA of San Diego first reported a position in ICLN in Q2 2023 and has held it in 2 quarters since. The position peaked at $184 in Q2 2023. 537 funds tracked by Wall St. Rank hold ICLN as of Q3 2023.

  • WFA of San Diego held 10 shares of iShares Global Clean Energy ETF worth $147 as of Q3 2023.
  • WFA of San Diego left its iShares Global Clean Energy ETF share count unchanged in Q3 2023.
  • iShares Global Clean Energy ETF made up ﹤0.01% of WFA of San Diego's portfolio in Q3 2023, its #397 holding.
  • WFA of San Diego first reported a position in iShares Global Clean Energy ETF in Q2 2023 and has held it in 2 quarters since.
  • WFA of San Diego's iShares Global Clean Energy ETF position peaked at $184 in Q2 2023.
  • 537 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2023.

Based on WFA of San Diego's 13F filing for Q3 2023, filed 2 Nov 2023.