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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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 $75.1B AUM 31.89% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

All Season Financial Advisors's ICLN Position: Q3 2024 in Review

All Season Financial Advisors increased its iShares Global Clean Energy ETF (ICLN) stake by 94% in Q3 2024, buying an estimated $345K and bringing the position to 50,535 shares worth $742K. The position accounts for 0.63% of the portfolio, ranked #42.

All Season Financial Advisors first reported a position in ICLN in Q2 2021 and has held it in 12 quarters since. The position peaked at $2.83M in Q2 2021. 485 funds tracked by Wall St. Rank hold ICLN as of Q3 2024.

All Season Financial Advisors held 50,535 shares of iShares Global Clean Energy ETF worth $742K as of Q3 2024.
All Season Financial Advisors bought 24,497 iShares Global Clean Energy ETF shares in Q3 2024, an estimated $345K.
iShares Global Clean Energy ETF made up 0.63% of All Season Financial Advisors's portfolio in Q3 2024, its #42 holding.
All Season Financial Advisors first reported a position in iShares Global Clean Energy ETF in Q2 2021 and has held it in 12 quarters since.
All Season Financial Advisors's iShares Global Clean Energy ETF position peaked at $2.83M in Q2 2021.
485 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.