Great Diamond Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

Great Diamond Partners’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
2023 Q3	–	Sell	-15,657	Closed	-$288K	–	228
2023 Q2	$288K	Sell	15,657 -1,390	-8%	-$26.1K	0.08%	178
2023 Q1	$337K	Buy	17,047 +657	+4%	+$13K	0.1%	153
2022 Q4	$325K	Buy	16,390 +2,305	+16%	+$45.3K	0.1%	149
2022 Q3	$268K	Buy	+14,085	New	+$300K	0.09%	164
2021 Q4	–	Sell	-50,447	Closed	-$1.09M	–	217
2021 Q3	$1.09M	Buy	50,447 +995	+2%	+$22.7K	0.3%	75
2021 Q2	$1.16M	Buy	49,452 +12,817	+35%	+$293K	0.33%	72
2021 Q1	$890K	Buy	36,635 +4,515	+14%	+$126K	0.27%	86
2020 Q4	$907K	Buy	+32,120	New	+$722K	0.29%	71
2020 Q1	–	Sell	-9,800	Closed	-$115K	–	349
2019 Q4	$115K	Buy	+9,800	New	+$108K	0.04%	209

Other funds holding ICLN

Bank of America

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return

BNP Paribas Financial Markets

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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