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

Avior 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
Q1 		– Sell
-2,511
Closed -$39.1K – 3858
2023
Q4 		$39.1K Hold
2,511
– – ﹤0.01% 776
2023
Q3 		$36.7K Sell
2,511
-5,442
-68% -$91.3K ﹤0.01% 826
2023
Q2 		$146K Buy
7,953
+3
+0% +$56 0.01% 579
2023
Q1 		$157K Buy
7,950
+7,494
+1,643% +$148K 0.01% 563
2022
Q4 		$9.07K Hold
456
– – ﹤0.01% 870
2022
Q3 		$8K Buy
+456
New +$9.72K ﹤0.01% 880
2022
Q2 		– Hold
0
– – – 1145
2022
Q1 		– Hold
0
– – – 1168
2021
Q4 		– Sell
-191
Closed -$4.39K – 1158
2021
Q3 		$4K Buy
+191
New +$4.35K ﹤0.01% 874

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
PCP
Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
S2L
Sparta 24 Ltd Tirat Hacarmel, Israel $87.5M AUM 10.49% 1-Year Est. Return