EWA
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EverSource Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

EverSource Wealth 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
2025
Q3 		– Sell
-4
Closed -$52 – 4394
2025
Q2 		$52 Sell
4
-137
-97% -$1.68K ﹤0.01% 4190
2025
Q1 		$1.61K Hold
141
– – ﹤0.01% 3025
2024
Q4 		$1.6K Buy
141
+137
+3,425% +$1.73K ﹤0.01% 2795
2024
Q3 		$59 Hold
4
– – ﹤0.01% 3001
2024
Q2 		$57 Hold
4
– – ﹤0.01% 3021
2024
Q1 		$53 Hold
4
– – ﹤0.01% 2854
2023
Q4 		$62 Hold
4
– – ﹤0.01% 2608
2023
Q3 		$58 Hold
4
– – ﹤0.01% 2466
2023
Q2 		$74 Sell
4
-371
-99% -$6.98K ﹤0.01% 2451
2023
Q1 		$7.42K Hold
375
– – ﹤0.01% 1495
2022
Q4 		$7.44K Buy
375
+360
+2,400% +$7.08K ﹤0.01% 1448
2022
Q3 		$0 Hold
15
– – ﹤0.01% 2036
2022
Q2 		$0 Buy
+15
New +$292 ﹤0.01% 1789

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 17.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
GF
Gimbal Financial Carmel, Indiana $167M AUM 29.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
FCC
Florin Court Capital London, United Kingdom $26.5M AUM 34.2% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return