Belmont Capital’s iShares Global Clean Energy ETF ICLN Stock Holding History

Belmont Capital’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	-300	Closed	-$4.19K	–	217
2024 Q1	$4.19K	Hold	300	–	–	﹤0.01%	173
2023 Q4	$4.67K	Hold	300	–	–	﹤0.01%	153
2023 Q3	$4.39K	Hold	300	–	–	﹤0.01%	153
2023 Q2	$5.52K	Hold	300	–	–	﹤0.01%	159
2023 Q1	$5.93K	Hold	300	–	–	﹤0.01%	115
2022 Q4	$6K	Hold	300	–	–	0.01%	114
2022 Q3	$6K	Sell	300 -458	-60%	-$9.76K	0.01%	105
2022 Q2	$14K	Hold	758	–	–	0.02%	43
2022 Q1	$16K	Buy	758 +65	+9%	+$1.27K	0.02%	44
2021 Q4	$15K	Buy	693 +200	+41%	+$4.6K	0.01%	46
2021 Q3	$11K	Buy	493 +100	+25%	+$2.28K	0.01%	54
2021 Q2	$9K	Sell	393 -1,800	-82%	-$41.1K	0.01%	50
2021 Q1	$53K	Buy	2,193 +110	+5%	+$3.08K	0.07%	20
2020 Q4	$59K	Sell	2,083 -8	-0.4%	-$180	0.03%	21
2020 Q3	$39K	Buy	+2,091	New	+$32.7K	0.01%	26

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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 Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Belmont Capital's ICLN Position: Q2 2024 in Review

Belmont Capital sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2024, closing a stake of 300 shares — an estimated $4.19K sold.

Belmont Capital first reported a position in ICLN in Q3 2020 and held it in 15 quarters. The position peaked at $59K in Q4 2020. 486 funds tracked by Wall St. Rank hold ICLN as of Q2 2024.

Belmont Capital reported no remaining iShares Global Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
Belmont Capital sold 300 iShares Global Clean Energy ETF shares in Q2 2024, an estimated $4.19K.
Belmont Capital first reported a position in iShares Global Clean Energy ETF in Q3 2020 and held it in 15 quarters.
Belmont Capital's iShares Global Clean Energy ETF position peaked at $59K in Q4 2020.
486 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2024.

Based on Belmont Capital's 13F filing for Q2 2024, filed 13 Aug 2024.