EWM
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Elmwood Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Elmwood Wealth Management’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
Q4 		– Sell
-209,880
Closed -$3.08M – 131
2024
Q3 		$3.08M Buy
209,880
+4,398
+2% +$61.9K 1.27% 27
2024
Q2 		$2.74M Sell
205,482
-3,782
-2% -$53K 1.22% 30
2024
Q1 		$2.93M Buy
209,264
+124,279
+146% +$1.75M 1.25% 26
2023
Q4 		$1.32M Sell
84,985
-54,054
-39% -$760K 0.93% 34
2023
Q3 		$2.03M Sell
139,039
-950
-0.7% -$15.9K 0.98% 34
2023
Q2 		$2.58M Sell
139,989
-2,287
-2% -$43K 1.2% 27
2023
Q1 		$2.81M Buy
142,276
+4,999
+4% +$99K 1.33% 19
2022
Q4 		$2.72M Buy
137,277
+1,810
+1% +$35.6K 1.36% 16
2022
Q3 		$2.59M Sell
135,467
-965
-0.7% -$20.6K 1.29% 18
2022
Q2 		$2.6M Buy
136,432
+928
+0.7% +$18.1K 1.48% 17
2022
Q1 		$2.92M Buy
135,504
+3,601
+3% +$70.5K 1.49% 19
2021
Q4 		$2.79M Buy
+131,903
New +$3.03M 1.33% 20
2021
Q2 		$3.05M Buy
130,129
+410
+0.3% +$9.36K 1.61% 11
2021
Q1 		$3.15M Buy
+129,719
New +$3.63M 1.92% 10
2020
Q3 		$1.5M Hold
119,791
– – 1.22% 23
2020
Q2 		$1.5M Buy
119,791
+33,285
+38% +$375K 1.22% 23
2020
Q1 		$824K Buy
+86,506
New +$1.02M 0.79% 48
2018
Q3 		– Sell
-173,645
Closed -$1.58M – 297
2018
Q2 		$1.58M Buy
173,645
+87,139
+101% +$833K 1.44% 21
2018
Q1 		$824K Buy
+86,506
New +$818K 0.79% 48

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PCP
Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Elmwood Wealth Management's ICLN Position: Q4 2024 in Review

Elmwood Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 209,880 shares — an estimated $3.08M sold.

Elmwood Wealth Management first reported a position in ICLN in Q1 2018 and held it in 19 quarters. The position peaked at $3.15M in Q1 2021. 429 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

  • Elmwood Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Elmwood Wealth Management sold 209,880 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $3.08M.
  • Elmwood Wealth Management first reported a position in iShares Global Clean Energy ETF in Q1 2018 and held it in 19 quarters.
  • Elmwood Wealth Management's iShares Global Clean Energy ETF position peaked at $3.15M in Q1 2021.
  • 429 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on Elmwood Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.