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XML Financial’s iShares Global Clean Energy ETF ICLN Stock Holding History

XML Financial’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 		– Sell
-16,631
Closed -$306K – 325
2023
Q2 		$306K Buy
16,631
+247
+2% +$4.64K 0.04% 272
2023
Q1 		$324K Buy
16,384
+536
+3% +$10.6K 0.04% 257
2022
Q4 		$315K Buy
+15,848
New +$312K 0.04% 253
2021
Q3 		– Sell
-10,384
Closed -$244K – 319
2021
Q2 		$244K Buy
+10,384
New +$237K 0.05% 193

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

XML Financial's ICLN Position: Q3 2023 in Review

XML Financial sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2023, closing a stake of 16,631 shares — an estimated $306K sold.

XML Financial first reported a position in ICLN in Q2 2021 and held it in 4 quarters. The position peaked at $324K in Q1 2023. 536 funds tracked by Wall St. Rank hold ICLN as of Q3 2023.

  • XML Financial reported no remaining iShares Global Clean Energy ETF position as of Q3 2023 after selling out during the quarter.
  • XML Financial sold 16,631 iShares Global Clean Energy ETF shares in Q3 2023, an estimated $306K.
  • XML Financial first reported a position in iShares Global Clean Energy ETF in Q2 2021 and held it in 4 quarters.
  • XML Financial's iShares Global Clean Energy ETF position peaked at $324K in Q1 2023.
  • 536 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2023.

Based on XML Financial's 13F filing for Q3 2023, filed 6 Nov 2023.