Carmichael Hill & Associates’s iShares Global Clean Energy ETF ICLN Stock Holding History

Carmichael Hill & Associates’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 Q3	$26.5K	Hold	1,801	–	–	0.01%	473
2024 Q2	$24K	Hold	1,801	–	–	0.01%	457
2024 Q1	$25.2K	Buy	1,801 +630	+54%	+$8.88K	0.01%	443
2023 Q4	$18.2K	Buy	1,171 +1,166	+23,320%	+$16.4K	0.01%	494
2023 Q3	$74	Sell	5 -528	-99%	-$8.86K	﹤0.01%	782
2023 Q2	$9.81K	Hold	533	–	–	﹤0.01%	564
2023 Q1	$10.5K	Hold	533	–	–	0.01%	546
2022 Q4	$10.6K	Hold	533	–	–	0.01%	545
2022 Q3	$10K	Hold	533	–	–	0.01%	563
2022 Q2	$10K	Sell	533 -15	-3%	-$292	0.01%	559
2022 Q1	$12K	Hold	548	–	–	0.01%	567
2021 Q4	$12K	Buy	548 +447	+443%	+$10.3K	0.01%	593
2021 Q3	$2K	Hold	101	–	–	﹤0.01%	748
2021 Q2	$2K	Hold	101	–	–	﹤0.01%	730
2021 Q1	$2K	Hold	101	–	–	﹤0.01%	713
2020 Q4	$3K	Buy	101 +1	+1%	+$22	﹤0.01%	669
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	660
2020 Q2	$1K	Buy	+100	New	+$1.13K	﹤0.01%	661

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

PCP

Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return

Carmichael Hill & Associates's ICLN Position: Q3 2024 in Review

Carmichael Hill & Associates held its iShares Global Clean Energy ETF (ICLN) position steady in Q3 2024 at 1,801 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #473.

Carmichael Hill & Associates first reported a position in ICLN in Q2 2020 and has held it in 18 quarters since. 483 funds tracked by Wall St. Rank hold ICLN as of Q3 2024.

Carmichael Hill & Associates held 1,801 shares of iShares Global Clean Energy ETF worth $26.5K as of Q3 2024.
Carmichael Hill & Associates left its iShares Global Clean Energy ETF share count unchanged in Q3 2024.
iShares Global Clean Energy ETF made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #473 holding.
Carmichael Hill & Associates first reported a position in iShares Global Clean Energy ETF in Q2 2020 and has held it in 18 quarters since.
483 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.