Atria Wealth Solutions’s iShares Global Clean Energy ETF ICLN Stock Holding History

Atria Wealth Solutions’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	-23,620	Closed	-$347K	–	2033
2024 Q3	$347K	Sell	23,620 -4,403	-16%	-$62K	﹤0.01%	1426
2024 Q2	$373K	Sell	28,023 -8,605	-23%	-$121K	﹤0.01%	1376
2024 Q1	$512K	Sell	36,628 -8,063	-18%	-$114K	0.01%	1249
2023 Q4	$696K	Sell	44,691 -18,082	-29%	-$254K	0.01%	1039
2023 Q3	$918K	Sell	62,773 -5,810	-8%	-$97.5K	0.01%	858
2023 Q2	$1.26M	Sell	68,583 -8,735	-11%	-$164K	0.02%	749
2023 Q1	$1.53M	Buy	77,318 +4,990	+7%	+$98.9K	0.02%	638
2022 Q4	$1.44M	Sell	72,328 -4,431	-6%	-$87.1K	0.02%	616
2022 Q3	$1.47M	Buy	76,759 +28,118	+58%	+$599K	0.03%	595
2022 Q2	$927K	Sell	48,641 -24,886	-34%	-$485K	0.02%	729
2022 Q1	$1.58M	Buy	+73,527	New	+$1.44M	0.03%	554

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

Atria Wealth Solutions's ICLN Position: Q4 2024 in Review

Atria Wealth Solutions sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 23,620 shares — an estimated $347K sold.

Atria Wealth Solutions first reported a position in ICLN in Q1 2022 and held it in 11 quarters. The position peaked at $1.58M in Q1 2022. 431 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

Atria Wealth Solutions reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 23,620 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $347K.
Atria Wealth Solutions first reported a position in iShares Global Clean Energy ETF in Q1 2022 and held it in 11 quarters.
Atria Wealth Solutions's iShares Global Clean Energy ETF position peaked at $1.58M in Q1 2022.
431 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.