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

Crewe 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	-10	Closed	-$140	–	982
2024 Q1	$140	Hold	10	–	–	﹤0.01%	919
2023 Q4	$156	Hold	10	–	–	﹤0.01%	373
2023 Q3	$147	Hold	10	–	–	﹤0.01%	479
2023 Q2	$184	Hold	10	–	–	﹤0.01%	731
2023 Q1	$198	Hold	10	–	–	﹤0.01%	794
2022 Q4	$198	Hold	10	–	–	﹤0.01%	994
2022 Q3	$0	Hold	10	–	–	﹤0.01%	1260
2022 Q2	$0	Hold	10	–	–	﹤0.01%	1148
2022 Q1	$0	Hold	10	–	–	﹤0.01%	484
2021 Q4	$0	Hold	10	–	–	﹤0.01%	429
2021 Q3	$0	Hold	10	–	–	﹤0.01%	427
2021 Q2	$0	Hold	10	–	–	﹤0.01%	466
2021 Q1	$0	Hold	10	–	–	﹤0.01%	469
2020 Q4	$0	Buy	+10	New	+$225	﹤0.01%	549

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

Crewe Advisors's ICLN Position: Q2 2024 in Review

Crewe Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2024, closing a stake of 10 shares — an estimated $140 sold.

Crewe Advisors first reported a position in ICLN in Q4 2020 and held it in 14 quarters. The position peaked at $198 in Q1 2023. 488 funds tracked by Wall St. Rank hold ICLN as of Q2 2024.

Crewe Advisors reported no remaining iShares Global Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
Crewe Advisors sold 10 iShares Global Clean Energy ETF shares in Q2 2024, an estimated $140.
Crewe Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 14 quarters.
Crewe Advisors's iShares Global Clean Energy ETF position peaked at $198 in Q1 2023.
488 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2024.

Based on Crewe Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.