Bensler’s iShares Global Clean Energy ETF ICLN Stock Holding History

Bensler’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	-22,171	Closed	-$310K	–	165
2024 Q1	$310K	Sell	22,171 -7,522	-25%	-$106K	0.04%	126
2023 Q4	$462K	Buy	29,693 +7,236	+32%	+$102K	0.08%	107
2023 Q3	$328K	Buy	22,457 +587	+3%	+$9.85K	0.06%	116
2023 Q2	$402K	Sell	21,870 -763	-3%	-$14.3K	0.08%	114
2023 Q1	$448K	Sell	22,633 -871	-4%	-$17.3K	0.09%	108
2022 Q4	$467K	Buy	23,504 +4,067	+21%	+$80K	0.1%	108
2022 Q3	$371K	Buy	19,437 +512	+3%	+$10.9K	0.09%	111
2022 Q2	$361K	Sell	18,925 -2,171	-10%	-$42.3K	0.09%	112
2022 Q1	$454K	Sell	21,096 -18,114	-46%	-$355K	0.1%	105
2021 Q4	$830K	Buy	+39,210	New	+$902K	0.23%	71

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

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 Paris, France $289B AUM 60.46% 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 $199B AUM 37.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bensler's ICLN Position: Q2 2024 in Review

Bensler sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2024, closing a stake of 22,171 shares — an estimated $310K sold.

Bensler first reported a position in ICLN in Q4 2021 and held it in 10 quarters. The position peaked at $830K in Q4 2021. 487 funds tracked by Wall St. Rank hold ICLN as of Q2 2024.

Bensler reported no remaining iShares Global Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
Bensler sold 22,171 iShares Global Clean Energy ETF shares in Q2 2024, an estimated $310K.
Bensler first reported a position in iShares Global Clean Energy ETF in Q4 2021 and held it in 10 quarters.
Bensler's iShares Global Clean Energy ETF position peaked at $830K in Q4 2021.
487 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2024.

Based on Bensler's 13F filing for Q2 2024, filed 26 Jul 2024.