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

Cedar Brook 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
2024
Q2 		– Sell
-16,142
Closed -$226K – 193
2024
Q1 		$226K Sell
16,142
-2,589
-14% -$36.5K 0.04% 387
2023
Q4 		$274K Buy
18,731
+2,204
+13% +$31K 0.06% 314
2023
Q3 		$242K Hold
16,527
– – 0.06% 306
2023
Q2 		$304K Sell
16,527
-67
-0.4% -$1.26K 0.07% 280
2023
Q1 		$328K Buy
16,594
+60
+0.4% +$1.19K 0.08% 255
2022
Q4 		$328K Sell
16,534
-1,371
-8% -$27K 0.09% 252
2022
Q3 		$342K Hold
17,905
– – 0.11% 217
2022
Q2 		$341K Sell
17,905
-783
-4% -$15.3K 0.11% 217
2022
Q1 		$402K Buy
18,688
+11
+0.1% +$215 0.1% 214
2021
Q4 		$395K Sell
18,677
-1,896
-9% -$43.6K 0.1% 218
2021
Q3 		$445K Sell
20,573
-91
-0.4% -$2.07K 0.13% 182
2021
Q2 		$485K Buy
20,664
+1,911
+10% +$43.6K 0.14% 181
2021
Q1 		$456K Buy
18,753
+4,772
+34% +$133K 0.16% 155
2020
Q4 		$395K Buy
+13,981
New +$314K 0.14% 174

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cedar Brook Financial Partners's ICLN Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2024, closing a stake of 16,142 shares — an estimated $226K sold.

Cedar Brook Financial Partners first reported a position in ICLN in Q4 2020 and held it in 14 quarters. The position peaked at $485K in Q2 2021. 488 funds tracked by Wall St. Rank hold ICLN as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares Global Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 16,142 iShares Global Clean Energy ETF shares in Q2 2024, an estimated $226K.
  • Cedar Brook Financial Partners first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 14 quarters.
  • Cedar Brook Financial Partners's iShares Global Clean Energy ETF position peaked at $485K in Q2 2021.
  • 488 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.