Gradient Investments’s iShares Global Clean Energy ETF ICLN Stock Holding History

Gradient Investments’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 Q1	–	Sell	-390	Closed	-$6.07K	–	1515
2023 Q4	$6.07K	Hold	390	–	–	﹤0.01%	946
2023 Q3	$5.7K	Hold	390	–	–	﹤0.01%	927
2023 Q2	$7.18K	Hold	390	–	–	﹤0.01%	876
2023 Q1	$7.71K	Hold	390	–	–	﹤0.01%	864
2022 Q4	$7.74K	Hold	390	–	–	﹤0.01%	853
2022 Q3	$7K	Hold	390	–	–	﹤0.01%	881
2022 Q2	$7K	Sell	390 -900	-70%	-$17.5K	﹤0.01%	839
2022 Q1	$28K	Buy	1,290 +900	+231%	+$17.6K	﹤0.01%	584
2021 Q4	$8K	Sell	390 -237,553	-100%	-$5.46M	﹤0.01%	846
2021 Q3	$5.15M	Buy	237,943 +11,397	+5%	+$260K	0.14%	139
2021 Q2	$5.32M	Buy	+226,546	New	+$5.17M	0.16%	137

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PCP

Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return

TWP

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

S2L

Sparta 24 Ltd Tirat Hacarmel, Israel $109M AUM 16.57% 1-Year Est. Return

Gradient Investments's ICLN Position: Q1 2024 in Review

Gradient Investments sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2024, closing a stake of 390 shares — an estimated $6.07K sold.

Gradient Investments first reported a position in ICLN in Q2 2021 and held it in 11 quarters. The position peaked at $5.32M in Q2 2021. 508 funds tracked by Wall St. Rank hold ICLN as of Q1 2024.

Gradient Investments reported no remaining iShares Global Clean Energy ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 390 iShares Global Clean Energy ETF shares in Q1 2024, an estimated $6.07K.
Gradient Investments first reported a position in iShares Global Clean Energy ETF in Q2 2021 and held it in 11 quarters.
Gradient Investments's iShares Global Clean Energy ETF position peaked at $5.32M in Q2 2021.
508 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.