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

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

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

BNP Paribas Financial Markets

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Royal Bank of Canada

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