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

Aries 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
2024 Q4	–	Sell	-13,500	Closed	-$198K	–	230
2024 Q3	$198K	Hold	13,500	–	–	0.05%	223
2024 Q2	$180K	Buy	13,500 +2,100	+18%	+$29.4K	0.06%	198
2024 Q1	$159K	Hold	11,400	–	–	0.05%	202
2023 Q4	$177K	Hold	11,400	–	–	0.06%	192
2023 Q3	$162K	Hold	11,400	–	–	0.06%	189
2023 Q2	$210K	Buy	11,400 +1,000	+10%	+$18.8K	0.08%	188
2023 Q1	$206K	Hold	10,400	–	–	0.08%	185
2022 Q4	$206K	Buy	+10,400	New	+$204K	0.09%	177

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return

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

PCP

Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return

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

Aries Wealth Management's ICLN Position: Q4 2024 in Review

Aries Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 13,500 shares — an estimated $198K sold.

Aries Wealth Management first reported a position in ICLN in Q4 2022 and held it in 8 quarters. The position peaked at $210K in Q2 2023. 431 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

Aries Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
Aries Wealth Management sold 13,500 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $198K.
Aries Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2022 and held it in 8 quarters.
Aries Wealth Management's iShares Global Clean Energy ETF position peaked at $210K in Q2 2023.
431 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on Aries Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.