Consolidated Portfolio Review Corp’s iShares Global Clean Energy ETF ICLN Stock Holding History

Consolidated Portfolio Review Corp’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	-10,491	Closed	-$119K	–	389
2024 Q4	$119K	Sell	10,491 -3,116	-23%	-$39.4K	0.02%	367
2024 Q3	$200K	Sell	13,607 -1,382	-9%	-$19.5K	0.04%	299
2024 Q2	$200K	Sell	14,989 -370	-2%	-$5.18K	0.05%	284
2024 Q1	$215K	Buy	15,359 +1,265	+9%	+$17.8K	0.06%	253
2023 Q4	$219K	Buy	14,094 +911	+7%	+$12.8K	0.05%	272
2023 Q3	$193K	Hold	13,183	–	–	0.05%	301
2023 Q2	$243K	Sell	13,183 -702	-5%	-$13.2K	0.06%	271
2023 Q1	$275K	Buy	+13,885	New	+$275K	0.07%	220

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Consolidated Portfolio Review Corp's ICLN Position: Q1 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2025, closing a stake of 10,491 shares — an estimated $119K sold.

Consolidated Portfolio Review Corp first reported a position in ICLN in Q1 2023 and held it in 8 quarters. The position peaked at $275K in Q1 2023. 403 funds tracked by Wall St. Rank hold ICLN as of Q1 2025.

Consolidated Portfolio Review Corp reported no remaining iShares Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 10,491 iShares Global Clean Energy ETF shares in Q1 2025, an estimated $119K.
Consolidated Portfolio Review Corp first reported a position in iShares Global Clean Energy ETF in Q1 2023 and held it in 8 quarters.
Consolidated Portfolio Review Corp's iShares Global Clean Energy ETF position peaked at $275K in Q1 2023.
403 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q1 2025, filed 23 Apr 2025.