Cora Capital Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Cora Capital 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
2024 Q2	–	Sell	-11,126	Closed	-$156K	–	97
2024 Q1	$156K	Sell	11,126 -42,957	-79%	-$605K	0.08%	92
2023 Q4	$842K	Buy	54,083 +15,111	+39%	+$213K	0.5%	41
2023 Q3	$570K	Buy	38,972 +5,674	+17%	+$95.2K	0.38%	48
2023 Q2	$613K	Buy	33,298 +1,620	+5%	+$30.5K	0.41%	48
2023 Q1	$627K	Buy	+31,678	New	+$628K	0.47%	38

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

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

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cora Capital Advisors's ICLN Position: Q2 2024 in Review

Cora Capital Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2024, closing a stake of 11,126 shares — an estimated $156K sold.

Cora Capital Advisors first reported a position in ICLN in Q1 2023 and held it in 5 quarters. The position peaked at $842K in Q4 2023. 487 funds tracked by Wall St. Rank hold ICLN as of Q2 2024.

Cora Capital Advisors reported no remaining iShares Global Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
Cora Capital Advisors sold 11,126 iShares Global Clean Energy ETF shares in Q2 2024, an estimated $156K.
Cora Capital Advisors first reported a position in iShares Global Clean Energy ETF in Q1 2023 and held it in 5 quarters.
Cora Capital Advisors's iShares Global Clean Energy ETF position peaked at $842K in Q4 2023.
487 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2024.

Based on Cora Capital Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.