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Avidian Wealth Enterprises’s iShares Global Clean Energy ETF ICLN Stock Holding History

Avidian Wealth Enterprises’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 		– Sell
-12,390
Closed -$165K – 515
2024
Q2 		$165K Buy
+12,390
New +$174K 0.01% 485

Other funds holding ICLN

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
MD
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

Avidian Wealth Enterprises's ICLN Position: Q3 2024 in Review

Avidian Wealth Enterprises sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2024, closing a stake of 12,390 shares — an estimated $165K sold.

Avidian Wealth Enterprises first reported a position in ICLN in Q2 2024 and held it in 1 quarter. The position peaked at $165K in Q2 2024. 485 funds tracked by Wall St. Rank hold ICLN as of Q3 2024.

  • Avidian Wealth Enterprises reported no remaining iShares Global Clean Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 12,390 iShares Global Clean Energy ETF shares in Q3 2024, an estimated $165K.
  • Avidian Wealth Enterprises first reported a position in iShares Global Clean Energy ETF in Q2 2024 and held it in 1 quarter.
  • Avidian Wealth Enterprises's iShares Global Clean Energy ETF position peaked at $165K in Q2 2024.
  • 485 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2024.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2024, filed 30 Oct 2024.