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Cascade Financial Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

Cascade Financial Partners’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
2025
Q1 		– Sell
-17,365
Closed -$198K – 248
2024
Q4 		$198K Hold
17,365
– – 0.03% 245
2024
Q3 		$231K Buy
17,365
+3,000
+21% +$42.3K 0.03% 221
2024
Q2 		$191K Hold
14,365
– – 0.03% 230
2024
Q1 		$194K Buy
+14,365
New +$202K 0.03% 219

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cascade Financial Partners's ICLN Position: Q1 2025 in Review

Cascade Financial Partners sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2025, closing a stake of 17,365 shares — an estimated $198K sold.

Cascade Financial Partners first reported a position in ICLN in Q1 2024 and held it in 4 quarters. The position peaked at $231K in Q3 2024. 405 funds tracked by Wall St. Rank hold ICLN as of Q1 2025.

  • Cascade Financial Partners reported no remaining iShares Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Cascade Financial Partners sold 17,365 iShares Global Clean Energy ETF shares in Q1 2025, an estimated $198K.
  • Cascade Financial Partners first reported a position in iShares Global Clean Energy ETF in Q1 2024 and held it in 4 quarters.
  • Cascade Financial Partners's iShares Global Clean Energy ETF position peaked at $231K in Q3 2024.
  • 405 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2025.

Based on Cascade Financial Partners's 13F filing for Q1 2025, filed 13 May 2025.