Cassady Schiller Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Cassady Schiller Wealth Management’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	$12.4K	Buy	+1,088	New	+$13.8K	﹤0.01%	324

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Cassady Schiller Wealth Management's ICLN Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in iShares Global Clean Energy ETF (ICLN) in Q4 2024: 1,088 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #324 among its holdings.

429 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

Cassady Schiller Wealth Management held 1,088 shares of iShares Global Clean Energy ETF worth $12.4K as of Q4 2024.
iShares Global Clean Energy ETF was a new Cassady Schiller Wealth Management position in Q4 2024.
iShares Global Clean Energy ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #324 holding.
429 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.