FIM
ICLN icon

Fernwood Investment Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-150
Closed -$2.1K – 412
2024
Q1 		$2.1K Buy
+150
New +$2.11K ﹤0.01% 672

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fernwood Investment Management's ICLN Position: Q2 2024 in Review

Fernwood Investment Management sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2024, closing a stake of 150 shares — an estimated $2.1K sold.

Fernwood Investment Management first reported a position in ICLN in Q1 2024 and held it in 1 quarter. The position peaked at $2.1K in Q1 2024. 486 funds tracked by Wall St. Rank hold ICLN as of Q2 2024.

  • Fernwood Investment Management reported no remaining iShares Global Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 150 iShares Global Clean Energy ETF shares in Q2 2024, an estimated $2.1K.
  • Fernwood Investment Management first reported a position in iShares Global Clean Energy ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's iShares Global Clean Energy ETF position peaked at $2.1K in Q1 2024.
  • 486 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.