Buckingham Strategic Wealth’s iShares Global Clean Energy ETF ICLN Stock Holding History

Buckingham Strategic Wealth’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	$212K	Sell	15,883 -176	-1%	-$2.46K	﹤0.01%	698
2024 Q1	$225K	Sell	16,059 -2,559	-14%	-$36.1K	﹤0.01%	676
2023 Q4	$290K	Buy	18,618 +2,506	+16%	+$35.2K	﹤0.01%	577
2023 Q3	$236K	Sell	16,112 -5,130	-24%	-$86.1K	﹤0.01%	587
2023 Q2	$391K	Sell	21,242 -3,758	-15%	-$70.7K	0.01%	478
2023 Q1	$496K	Hold	25,000	–	–	0.01%	378
2022 Q4	$496K	Buy	25,000 +5,607	+29%	+$110K	0.01%	380
2022 Q3	$370K	Buy	19,393 +2,798	+17%	+$59.6K	0.01%	425
2022 Q2	$316K	Buy	16,595 +6,380	+62%	+$124K	0.01%	457
2022 Q1	$220K	Buy	+10,215	New	+$200K	﹤0.01%	541
2021 Q3	–	Sell	-11,463	Closed	-$269K	–	603
2021 Q2	$269K	Buy	11,463 +426	+4%	+$9.72K	0.01%	486
2021 Q1	$268K	Sell	11,037 -3,100	-22%	-$86.7K	0.01%	459
2020 Q4	$399K	Buy	+14,137	New	+$318K	0.02%	360
2019 Q1	–	Sell	-15,467	Closed	-$128K	–	424
2018 Q4	$128K	Buy	+15,467	New	+$131K	0.02%	336

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 $71.6B AUM 21.08% 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

Buckingham Strategic Wealth's ICLN Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its iShares Global Clean Energy ETF (ICLN) stake by 1.1% in Q2 2024, selling an estimated $2.46K and leaving 15,883 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Buckingham Strategic Wealth first reported a position in ICLN in Q4 2018 and has held it in 14 quarters since. The position peaked at $496K in Q1 2023. 486 funds tracked by Wall St. Rank hold ICLN as of Q2 2024.

Buckingham Strategic Wealth held 15,883 shares of iShares Global Clean Energy ETF worth $212K as of Q2 2024.
Buckingham Strategic Wealth sold 176 iShares Global Clean Energy ETF shares in Q2 2024, an estimated $2.46K.
iShares Global Clean Energy ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #698 holding.
Buckingham Strategic Wealth first reported a position in iShares Global Clean Energy ETF in Q4 2018 and has held it in 14 quarters since.
Buckingham Strategic Wealth's iShares Global Clean Energy ETF position peaked at $496K in Q1 2023.
486 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.