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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

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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