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

Congress 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
2025 Q2	$341K	Buy	25,998 +7,470	+40%	+$91.6K	﹤0.01%	1029
2025 Q1	$212K	Buy	18,528 +4,883	+36%	+$55.7K	﹤0.01%	1025
2024 Q4	$155K	Sell	13,645 -1,106	-7%	-$14K	﹤0.01%	863
2024 Q3	$217K	Buy	+14,751	New	+$208K	﹤0.01%	804
2024 Q2	–	Sell	-16,176	Closed	-$226K	–	723
2024 Q1	$226K	Sell	16,176 -399	-2%	-$5.62K	﹤0.01%	553
2023 Q4	$258K	Buy	16,575 +2,547	+18%	+$35.8K	﹤0.01%	554
2023 Q3	$205K	Buy	14,028 +3,155	+29%	+$52.9K	﹤0.01%	582
2023 Q2	$200K	Sell	10,873 -306	-3%	-$5.75K	﹤0.01%	543
2023 Q1	$221K	Buy	+11,179	New	+$221K	0.01%	524
2022 Q2	–	Sell	-20,603	Closed	-$443K	–	583
2022 Q1	$443K	Buy	20,603 +6,827	+50%	+$134K	0.01%	455
2021 Q4	$292K	Buy	+13,776	New	+$317K	0.01%	541

Other funds holding ICLN

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Criteria Caixa Barcelona, Spain $23.6M AUM 17.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return