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ASFA
All Season Financial Advisors’s
iShares Global Clean Energy ETF
ICLN
Stock Holding History
All Season Financial Advisors’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
2024
Q3
$742K
Buy
50,535
+24,497
+94%
+$345K
0.63%
42
2024
Q2
$347K
Buy
26,038
+13,791
+113%
+$193K
0.31%
74
2024
Q1
$171K
Sell
12,247
-67,919
-85%
-$957K
0.14%
98
2023
Q4
$1.25M
Buy
+80,166
New
+$1.13M
1.06%
26
2023
Q3
–
Sell
-23,667
Closed
-$435K
–
95
2023
Q2
$435K
Sell
23,667
-82
-0.3%
-$1.54K
0.39%
63
2023
Q1
$470K
Sell
23,749
-39,489
-62%
-$782K
0.43%
71
2022
Q4
$1.26M
Sell
63,238
-15,409
-20%
-$303K
1.11%
24
2022
Q3
$1.5M
Buy
78,647
+13,058
+20%
+$278K
1.63%
14
2022
Q2
$1.25M
Sell
65,589
-6,561
-9%
-$128K
1.07%
26
2022
Q1
$1.55M
Buy
72,150
+14,326
+25%
+$280K
1.1%
22
2021
Q4
$1.22M
Buy
+57,824
New
+$1.33M
0.85%
30
2021
Q3
–
Sell
-120,807
Closed
-$2.83M
–
135
2021
Q2
$2.83M
Buy
+120,807
New
+$2.76M
2.03%
16
Other funds holding ICLN
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
TWP
Total Wealth Planning
Cincinnati, Ohio
$46.7M AUM
13.43%
1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors
St. Petersburg, Florida
$75B AUM
31.89%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
1832 Asset Management
Toronto, Ontario, Canada
$75.5B AUM
35.56%
1-Year Est. Return
MD
Money Design
Tokyo, Japan
$2.14B AUM
10.33%
1-Year Est. Return
PCP
Perbak Capital Partners
London, United Kingdom
$406M AUM
17.25%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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