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B. Riley Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-10,318
Closed -$151K – 1492
2024
Q1 		$151K Buy
+10,318
New +$145K ﹤0.01% 1314
2023
Q4 		– Sell
-10,318
Closed -$151K – 1451
2023
Q3 		$151K Sell
10,318
-1,093
-10% -$18.3K ﹤0.01% 1314
2023
Q2 		$210K Sell
11,411
-96
-0.8% -$1.8K ﹤0.01% 1334
2023
Q1 		$228K Sell
11,507
-7,228
-39% -$143K 0.01% 1228
2022
Q4 		$372K Sell
18,735
-2,401
-11% -$47.2K 0.01% 928
2022
Q3 		$404K Buy
21,136
+9,307
+79% +$198K 0.01% 855
2022
Q2 		$226K Sell
11,829
-69,063
-85% -$1.35M 0.01% 995
2022
Q1 		$1.74M Sell
80,892
-5,114
-6% -$100K 0.06% 332
2021
Q4 		$1.82M Sell
86,006
-2,626
-3% -$60.4K 0.05% 379
2021
Q3 		$1.93M Sell
88,632
-81,336
-48% -$1.85M 0.06% 341
2021
Q2 		$4.05M Sell
169,968
-14,610
-8% -$333K 0.13% 181
2021
Q1 		$4.49M Buy
184,578
+137,404
+291% +$3.84M 0.16% 148
2020
Q4 		$1.33M Buy
47,174
+4,925
+12% +$111K 0.07% 266
2020
Q3 		$782K Buy
42,249
+4,922
+13% +$77K 0.04% 379
2020
Q2 		$468K Buy
+37,327
New +$420K 0.03% 483

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

B. Riley Wealth Advisors's ICLN Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2024, closing a stake of 10,318 shares — an estimated $151K sold.

B. Riley Wealth Advisors first reported a position in ICLN in Q2 2020 and held it in 15 quarters. The position peaked at $4.49M in Q1 2021. 487 funds tracked by Wall St. Rank hold ICLN as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining iShares Global Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,318 iShares Global Clean Energy ETF shares in Q2 2024, an estimated $151K.
  • B. Riley Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q2 2020 and held it in 15 quarters.
  • B. Riley Wealth Advisors's iShares Global Clean Energy ETF position peaked at $4.49M in Q1 2021.
  • 487 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.