Banco BTG Pactual’s iShares Global Clean Energy ETF ICLN Stock Holding History

Banco BTG Pactual’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	-12,400	Closed	-$175K	–	182
2024 Q2	$175K	Sell	12,400 -1,800	-13%	-$25.2K	0.03%	148
2024 Q1	$199K	Buy	14,200 +4,150	+41%	+$58.5K	0.03%	173
2023 Q4	$158K	Sell	10,050 -8,150	-45%	-$115K	0.02%	129
2023 Q3	$266K	Buy	18,200 +2,500	+16%	+$42K	0.06%	98
2023 Q2	$289K	Hold	15,700	–	–	0.11%	101
2023 Q1	$292K	Buy	+15,700	New	+$311K	0.11%	87

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Banco BTG Pactual's ICLN Position: Q3 2024 in Review

Banco BTG Pactual sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2024, closing a stake of 12,400 shares — an estimated $175K sold.

Banco BTG Pactual first reported a position in ICLN in Q1 2023 and held it in 6 quarters. The position peaked at $292K in Q1 2023. 486 funds tracked by Wall St. Rank hold ICLN as of Q3 2024.

Banco BTG Pactual reported no remaining iShares Global Clean Energy ETF position as of Q3 2024 after selling out during the quarter.
Banco BTG Pactual sold 12,400 iShares Global Clean Energy ETF shares in Q3 2024, an estimated $175K.
Banco BTG Pactual first reported a position in iShares Global Clean Energy ETF in Q1 2023 and held it in 6 quarters.
Banco BTG Pactual's iShares Global Clean Energy ETF position peaked at $292K in Q1 2023.
486 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2024.

Based on Banco BTG Pactual's 13F filing for Q3 2024, filed 7 Nov 2024.