Baldwin Wealth Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

Baldwin Wealth Partners’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	-28,481	Closed	-$418K	–	602
2024 Q3	$418K	Buy	28,481 +26,736	+1,532%	+$377K	0.03%	219
2024 Q2	$23.2K	Hold	1,745	–	–	﹤0.01%	440
2024 Q1	$24.4K	Hold	1,745	–	–	﹤0.01%	460
2023 Q4	$27.2K	Sell	1,745 -3,720	-68%	-$52.3K	﹤0.01%	463
2023 Q3	$79.9K	Hold	5,465	–	–	0.01%	326
2023 Q2	$101K	Hold	5,465	–	–	0.01%	320
2023 Q1	$108K	Hold	5,465	–	–	0.01%	315
2022 Q4	$108K	Buy	+5,465	New	+$107K	0.01%	306

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

Baldwin Wealth Partners's ICLN Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 28,481 shares — an estimated $418K sold.

Baldwin Wealth Partners first reported a position in ICLN in Q4 2022 and held it in 8 quarters. The position peaked at $418K in Q3 2024. 431 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

Baldwin Wealth Partners reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 28,481 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $418K.
Baldwin Wealth Partners first reported a position in iShares Global Clean Energy ETF in Q4 2022 and held it in 8 quarters.
Baldwin Wealth Partners's iShares Global Clean Energy ETF position peaked at $418K in Q3 2024.
431 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.