Exchange Capital Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Exchange Capital 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
2025 Q2	$802K	Buy	61,183 +9,001	+17%	+$110K	0.12%	141
2025 Q1	$596K	Buy	52,182 +9,160	+21%	+$104K	0.1%	151
2024 Q4	$490K	Buy	43,022 +6,296	+17%	+$79.6K	0.08%	155
2024 Q3	$540K	Buy	36,726 +3,384	+10%	+$47.7K	0.09%	149
2024 Q2	$444K	Buy	33,342 +4,499	+16%	+$63K	0.07%	154
2024 Q1	$403K	Buy	28,843 +1,419	+5%	+$20K	0.07%	160
2023 Q4	$427K	Buy	27,424 +4,809	+21%	+$67.6K	0.08%	150
2023 Q3	$331K	Buy	22,615 +772	+4%	+$13K	0.06%	155
2023 Q2	$402K	Buy	21,843 +2,114	+11%	+$39.8K	0.07%	148
2023 Q1	$390K	Buy	19,729 +1,549	+9%	+$30.7K	0.08%	144
2022 Q4	$361K	Buy	18,180 +492	+3%	+$9.67K	0.08%	140
2022 Q3	$338K	Buy	17,688 +466	+3%	+$9.93K	0.08%	142
2022 Q2	$328K	Sell	17,222 -60	-0.3%	-$1.17K	0.07%	144
2022 Q1	$372K	Buy	17,282 +1,388	+9%	+$27.2K	0.07%	143
2021 Q4	$336K	Buy	15,894 +1,613	+11%	+$37.1K	0.06%	151
2021 Q3	$309K	Buy	14,281 +1,012	+8%	+$23.1K	0.06%	152
2021 Q2	$311K	Buy	13,269 +786	+6%	+$17.9K	0.06%	150
2021 Q1	$303K	Buy	12,483 +1,001	+9%	+$28K	0.06%	150
2020 Q4	$324K	Buy	+11,482	New	+$258K	0.07%	144

Other funds holding ICLN

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Criteria Caixa Barcelona, Spain $23.6M AUM 17.34% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets

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

Royal Bank of Canada

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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return