Coppell Advisory Solutions’s iShares Global Clean Energy ETF ICLN Stock Holding History

Coppell Advisory Solutions’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	-311	Closed	-$3.55K	–	1037
2024 Q4	$3.55K	Sell	311 -161	-34%	-$2.04K	﹤0.01%	1415
2024 Q3	$6.98K	Buy	472 +296	+168%	+$4.17K	﹤0.01%	1176
2024 Q2	$2.35K	Buy	+176	New	+$2.46K	﹤0.01%	1359
2023 Q4	$4.23K	Buy	272 +98	+56%	+$1.38K	﹤0.01%	1136
2023 Q3	$3.45K	Sell	174 -1	-0.6%	-$17	﹤0.01%	783
2023 Q2	$3.15K	Buy	+175	New	+$3.29K	﹤0.01%	945
2023 Q1	–	Sell	-174	Closed	-$3.45K	–	621
2022 Q4	$3.45K	Buy	+174	New	+$3.42K	﹤0.01%	785

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Coppell Advisory Solutions's ICLN Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2025, closing a stake of 311 shares — an estimated $3.55K sold.

Coppell Advisory Solutions first reported a position in ICLN in Q4 2022 and held it in 7 quarters. The position peaked at $6.98K in Q3 2024. 405 funds tracked by Wall St. Rank hold ICLN as of Q1 2025.

Coppell Advisory Solutions reported no remaining iShares Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 311 iShares Global Clean Energy ETF shares in Q1 2025, an estimated $3.55K.
Coppell Advisory Solutions first reported a position in iShares Global Clean Energy ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's iShares Global Clean Energy ETF position peaked at $6.98K in Q3 2024.
405 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.