Apollon Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Apollon Wealth Management’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
2025 Q2	–	Sell	-13,580	Closed	-$155K	–	1295
2025 Q1	$155K	Sell	13,580 -762	-5%	-$8.69K	﹤0.01%	1125
2024 Q4	$163K	Buy	14,342 +1,752	+14%	+$22.2K	﹤0.01%	1117
2024 Q3	$185K	Sell	12,590 -1,060	-8%	-$14.9K	0.01%	1075
2024 Q2	$182K	Sell	13,650 -1,107	-8%	-$15.5K	0.01%	1028
2024 Q1	$206K	Sell	14,757 -4,562	-24%	-$64.3K	0.01%	1026
2023 Q4	$301K	Sell	19,319 -4,704	-20%	-$66.2K	0.01%	837
2023 Q3	$351K	Buy	24,023 +374	+2%	+$6.28K	0.02%	650
2023 Q2	$435K	Sell	23,649 -8,284	-26%	-$156K	0.02%	639
2023 Q1	$632K	Sell	31,933 -8,437	-21%	-$167K	0.04%	459
2022 Q4	$801K	Buy	40,370 +342	+0.9%	+$6.72K	0.06%	368
2022 Q3	$764K	Sell	40,028 -10,638	-21%	-$227K	0.06%	332
2022 Q2	$965K	Buy	50,666 +6,149	+14%	+$120K	0.08%	269
2022 Q1	$958K	Sell	44,517 -2,650	-6%	-$51.9K	0.07%	292
2021 Q4	$999K	Buy	+47,167	New	+$1.08M	0.07%	279
2021 Q3	–	Sell	-8,604	Closed	-$202K	–	483
2021 Q2	$202K	Buy	+8,604	New	+$196K	0.04%	351

Other funds holding ICLN

Bank of America

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

Criteria Caixa Barcelona, Spain $23.6M AUM 17.34% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return