Winslow Evans & Crocker’s iShares Global Clean Energy ETF ICLN Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$16K	Buy	+550	New	+$12.4K	﹤0.01%	846
2017 Q2	–	Sell	-550	Closed	-$4.71K	–	1284
2017 Q1	$4.71K	Sell	550 -290	-35%	-$2.46K	﹤0.01%	1036
2016 Q4	$6.62K	Hold	840	–	–	﹤0.01%	975
2016 Q3	$7.7K	Hold	840	–	–	﹤0.01%	969
2016 Q2	$7.37K	Hold	840	–	–	﹤0.01%	952
2016 Q1	$7.85K	Hold	840	–	–	﹤0.01%	936
2015 Q4	$8.27K	Hold	840	–	–	﹤0.01%	949
2015 Q3	$7.61K	Sell	840 -276	-25%	-$2.76K	﹤0.01%	947
2015 Q2	$12.4K	Hold	1,116	–	–	﹤0.01%	878
2015 Q1	$13.2K	Hold	1,116	–	–	﹤0.01%	825
2014 Q4	$10.8K	Hold	1,116	–	–	﹤0.01%	871
2014 Q3	$12.1K	Buy	1,116 +1	+0.1%	+$12	﹤0.01%	853
2014 Q2	$13.2K	Hold	1,115	–	–	﹤0.01%	780
2014 Q1	$12.5K	Hold	1,115	–	–	﹤0.01%	795
2013 Q4	$12K	Buy	+1,115	New	+$11.8K	﹤0.01%	847

Other funds holding ICLN

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Winslow Evans & Crocker's ICLN Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares Global Clean Energy ETF (ICLN) in Q4 2020: 550 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #846 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in ICLN as recently as Q1 2017.

Winslow Evans & Crocker first reported a position in ICLN in Q4 2013 and has held it in 15 quarters since. 374 funds tracked by Wall St. Rank hold ICLN as of Q4 2020.

Winslow Evans & Crocker held 550 shares of iShares Global Clean Energy ETF worth $16K as of Q4 2020.
iShares Global Clean Energy ETF was a new Winslow Evans & Crocker position in Q4 2020.
iShares Global Clean Energy ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #846 holding.
Winslow Evans & Crocker first reported a position in iShares Global Clean Energy ETF in Q4 2013 and has held it in 15 quarters since.
374 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.