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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

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Raymond James Financial
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1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $11.2B AUM 20.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 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