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

Capstone Triton 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	$165K	Sell	14,528 -141	-1%	-$1.78K	0.1%	107
2024 Q3	$216K	Buy	14,669 +21	+0.1%	+$296	0.14%	98
2024 Q2	$195K	Sell	14,648 -1,496	-9%	-$21K	0.14%	96
2024 Q1	$226K	Sell	16,144 -1,223	-7%	-$17.2K	0.16%	91
2023 Q4	$270K	Sell	17,367 -1,040	-6%	-$14.6K	0.2%	90
2023 Q3	$269K	Buy	18,407 +1,981	+12%	+$33.2K	0.2%	91
2023 Q2	$302K	Buy	16,426 +1,525	+10%	+$28.7K	0.21%	83
2023 Q1	$295K	Buy	14,901 +2,467	+20%	+$48.9K	0.22%	84
2022 Q4	$247K	Buy	12,434 +301	+2%	+$5.92K	0.2%	84
2022 Q3	$232K	Buy	12,133 +414	+4%	+$8.82K	0.2%	88
2022 Q2	$230K	Buy	+11,719	New	+$228K	0.17%	90

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

Capstone Triton Financial Group's ICLN Position: Q4 2024 in Review

Capstone Triton Financial Group reduced its iShares Global Clean Energy ETF (ICLN) stake by 0.96% in Q4 2024, selling an estimated $1.78K and leaving 14,528 shares worth $165K. The position accounts for 0.1% of the portfolio, ranked #107.

Capstone Triton Financial Group first reported a position in ICLN in Q2 2022 and has held it in 11 quarters since. The position peaked at $302K in Q2 2023. 431 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

Capstone Triton Financial Group held 14,528 shares of iShares Global Clean Energy ETF worth $165K as of Q4 2024.
Capstone Triton Financial Group sold 141 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $1.78K.
iShares Global Clean Energy ETF made up 0.1% of Capstone Triton Financial Group's portfolio in Q4 2024, its #107 holding.
Capstone Triton Financial Group first reported a position in iShares Global Clean Energy ETF in Q2 2022 and has held it in 11 quarters since.
Capstone Triton Financial Group's iShares Global Clean Energy ETF position peaked at $302K in Q2 2023.
431 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on Capstone Triton Financial Group's 13F filing for Q4 2024, filed 10 Mar 2025.