Birch Hill Investment Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Birch Hill Investment Advisors’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	-11,228	Closed	-$165K	–	184
2024 Q3	$165K	Hold	11,228	–	–	0.01%	178
2024 Q2	$150K	Hold	11,228	–	–	0.01%	172
2024 Q1	$157K	Sell	11,228 -1,733	-13%	-$24.4K	0.01%	172
2023 Q4	$202K	Sell	12,961 -7,200	-36%	-$101K	0.01%	162
2023 Q3	$295K	Buy	20,161 +1,379	+7%	+$23.1K	0.02%	136
2023 Q2	$346K	Buy	18,782 +6,916	+58%	+$130K	0.02%	128
2023 Q1	$235K	Hold	11,866	–	–	0.01%	145
2022 Q4	$236K	Hold	11,866	–	–	0.02%	141
2022 Q3	$227K	Buy	+11,866	New	+$253K	0.02%	137

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

Birch Hill Investment Advisors's ICLN Position: Q4 2024 in Review

Birch Hill Investment Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 11,228 shares — an estimated $165K sold.

Birch Hill Investment Advisors first reported a position in ICLN in Q3 2022 and held it in 9 quarters. The position peaked at $346K in Q2 2023. 431 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

Birch Hill Investment Advisors reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
Birch Hill Investment Advisors sold 11,228 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $165K.
Birch Hill Investment Advisors first reported a position in iShares Global Clean Energy ETF in Q3 2022 and held it in 9 quarters.
Birch Hill Investment Advisors's iShares Global Clean Energy ETF position peaked at $346K in Q2 2023.
431 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on Birch Hill Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.