BFG
ICLN icon

Berger Financial Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Berger Financial Group’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
-10,881
Closed -$160K – 422
2024
Q3 		$160K Sell
10,881
-2,677
-20% -$37.7K 0.01% 387
2024
Q2 		$181K Sell
13,558
-5,697
-30% -$79.8K 0.01% 359
2024
Q1 		$269K Buy
19,255
+1,022
+6% +$14.4K 0.02% 297
2023
Q4 		$284K Sell
18,233
-3,461
-16% -$48.7K 0.03% 240
2023
Q3 		$317K Sell
21,694
-7,037
-24% -$118K 0.04% 203
2023
Q2 		$529K Sell
28,731
-3,788
-12% -$71.2K 0.06% 151
2023
Q1 		$643K Sell
32,519
-9,725
-23% -$193K 0.08% 135
2022
Q4 		$839K Sell
42,244
-3,154
-7% -$62K 0.11% 116
2022
Q3 		$867K Sell
45,398
-1,161
-2% -$24.7K 0.13% 108
2022
Q2 		$887K Sell
46,559
-3,712
-7% -$72.4K 0.13% 98
2022
Q1 		$1.08M Buy
50,271
+13,557
+37% +$265K 0.14% 95
2021
Q4 		$777K Sell
36,714
-6,167
-14% -$142K 0.1% 119
2021
Q3 		$928K Sell
42,881
-1,288
-3% -$29.4K 0.17% 80
2021
Q2 		$1.04M Sell
44,169
-10,107
-19% -$231K 0.19% 79
2021
Q1 		$1.32M Buy
54,276
+34,978
+181% +$978K 0.29% 70
2020
Q4 		$545K Buy
+19,298
New +$434K 0.1% 122

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return
BNP Paribas Financial Markets
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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Berger Financial Group's ICLN Position: Q4 2024 in Review

Berger Financial Group sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 10,881 shares — an estimated $160K sold.

Berger Financial Group first reported a position in ICLN in Q4 2020 and held it in 16 quarters. The position peaked at $1.32M in Q1 2021. 431 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

  • Berger Financial Group reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Berger Financial Group sold 10,881 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $160K.
  • Berger Financial Group first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 16 quarters.
  • Berger Financial Group's iShares Global Clean Energy ETF position peaked at $1.32M in Q1 2021.
  • 431 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on Berger Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.