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Concurrent Investment Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Concurrent Investment Advisors’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
Q3 		– Sell
-13,301
Closed -$174K – 1547
2025
Q2 		$174K Sell
13,301
-5,218
-28% -$64K ﹤0.01% 1289
2025
Q1 		$211K Sell
18,519
-12,418
-40% -$142K 0.01% 1103
2024
Q4 		$352K Sell
30,937
-722
-2% -$9.13K 0.01% 772
2024
Q3 		$465K Sell
31,659
-1,959
-6% -$27.6K 0.01% 642
2024
Q2 		$448K Buy
33,618
+10,595
+46% +$148K 0.01% 625
2024
Q1 		$322K Buy
+23,023
New +$324K 0.01% 657

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 17.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
GF
Gimbal Financial Carmel, Indiana $167M AUM 29.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
FCC
Florin Court Capital London, United Kingdom $26.5M AUM 34.2% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return