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

Carr 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 		– Sell
-18,167
Closed -$267K – 191
2024
Q3 		$267K Sell
18,167
-2,896
-14% -$40.8K 0.08% 166
2024
Q2 		$281K Buy
21,063
+124
+0.6% +$1.74K 0.09% 158
2024
Q1 		$293K Buy
20,939
+1,118
+6% +$15.8K 0.1% 150
2023
Q4 		$309K Hold
19,821
– – 0.11% 129
2023
Q3 		$271K Sell
19,821
-36,539
-65% -$613K 0.11% 133
2023
Q2 		$1.04M Buy
56,360
+275
+0.5% +$5.17K 0.41% 46
2023
Q1 		$1.11M Hold
56,085
– – 0.49% 39
2022
Q4 		$1.11M Buy
+56,085
New +$1.1M 0.59% 33

Other funds holding ICLN

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Morgan Stanley
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