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Willner & Heller’s iShares Global Clean Energy ETF ICLN Stock Holding History

Willner & Heller’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
2022
Q2 		– Sell
-10,545
Closed -$223K – 125
2022
Q1 		$223K Sell
10,545
-5,421
-34% -$106K 0.27% 128
2021
Q4 		$346K Buy
+15,966
New +$367K 0.46% 77

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Willner & Heller's ICLN Position: Q2 2022 in Review

Willner & Heller sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2022, closing a stake of 10,545 shares — an estimated $223K sold.

Willner & Heller first reported a position in ICLN in Q4 2021 and held it in 2 quarters. The position peaked at $346K in Q4 2021. 542 funds tracked by Wall St. Rank hold ICLN as of Q2 2022.

  • Willner & Heller reported no remaining iShares Global Clean Energy ETF position as of Q2 2022 after selling out during the quarter.
  • Willner & Heller sold 10,545 iShares Global Clean Energy ETF shares in Q2 2022, an estimated $223K.
  • Willner & Heller first reported a position in iShares Global Clean Energy ETF in Q4 2021 and held it in 2 quarters.
  • Willner & Heller's iShares Global Clean Energy ETF position peaked at $346K in Q4 2021.
  • 542 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2022.

Based on Willner & Heller's 13F filing for Q2 2022, filed 22 Jul 2022.