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

Avondale 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	-1,200	Closed	-$17.6K	–	114
2024 Q3	$17.6K	Hold	1,200	–	–	0.01%	102
2024 Q2	$16K	Hold	1,200	–	–	0.01%	109
2024 Q1	$16.8K	Hold	1,200	–	–	0.01%	109
2023 Q4	$18.7K	Hold	1,200	–	–	0.02%	106
2023 Q3	$17.5K	Hold	1,200	–	–	0.02%	106
2023 Q2	$22.1K	Hold	1,200	–	–	0.02%	101
2023 Q1	$23.7K	Hold	1,200	–	–	0.02%	102
2022 Q4	$23.8K	Hold	1,200	–	–	0.02%	94
2022 Q3	$23K	Hold	1,200	–	–	0.03%	91
2022 Q2	$23K	Hold	1,200	–	–	0.03%	85
2022 Q1	$26K	Hold	1,200	–	–	0.03%	83
2021 Q4	$25K	Hold	1,200	–	–	0.03%	87
2021 Q3	$26K	Sell	1,200 -1,750	-59%	-$39.9K	0.03%	86
2021 Q2	$69K	Sell	2,950 -3,877	-57%	-$88.5K	0.06%	62
2021 Q1	$166K	Buy	+6,827	New	+$191K	0.16%	45

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

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

Avondale Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 1,200 shares — an estimated $17.6K sold.

Avondale Wealth Management first reported a position in ICLN in Q1 2021 and held it in 15 quarters. The position peaked at $166K in Q1 2021. 431 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

Avondale Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
Avondale Wealth Management sold 1,200 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $17.6K.
Avondale Wealth Management first reported a position in iShares Global Clean Energy ETF in Q1 2021 and held it in 15 quarters.
Avondale Wealth Management's iShares Global Clean Energy ETF position peaked at $166K in Q1 2021.
431 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on Avondale Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.