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

Atomi Financial Group’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	-15,051	Closed	-$221K	–	997
2024 Q3	$221K	Sell	15,051 -1	-0%	-$14	0.01%	809
2024 Q2	$200K	Sell	15,052 -9	-0.1%	-$126	0.01%	745
2024 Q1	$211K	Sell	15,061 -363	-2%	-$5.11K	0.02%	660
2023 Q4	$240K	Sell	15,424 -4,937	-24%	-$69.4K	0.03%	487
2023 Q3	$298K	Sell	20,361 -3,376	-14%	-$56.6K	0.1%	241
2023 Q2	$437K	Sell	23,737 -43,940	-65%	-$826K	0.2%	140
2023 Q1	$1.34M	Buy	+67,677	New	+$1.34M	0.75%	29

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

Atomi Financial Group's ICLN Position: Q4 2024 in Review

Atomi Financial Group sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 15,051 shares — an estimated $221K sold.

Atomi Financial Group first reported a position in ICLN in Q1 2023 and held it in 7 quarters. The position peaked at $1.34M in Q1 2023. 430 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

Atomi Financial Group reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
Atomi Financial Group sold 15,051 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $221K.
Atomi Financial Group first reported a position in iShares Global Clean Energy ETF in Q1 2023 and held it in 7 quarters.
Atomi Financial Group's iShares Global Clean Energy ETF position peaked at $1.34M in Q1 2023.
430 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on Atomi Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.