Guerra Pan Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Guerra Pan 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
2024 Q4	–	Sell	-12,090	Closed	-$178K	–	114
2024 Q3	$178K	Hold	12,090	–	–	0.14%	106
2024 Q2	$161K	Hold	12,090	–	–	0.13%	101
2024 Q1	$169K	Sell	12,090 -2,228	-16%	-$31.4K	0.16%	101
2023 Q4	$223K	Hold	14,318	–	–	0.21%	100
2023 Q3	$209K	Buy	14,318 +137	+1%	+$2.3K	0.24%	95
2023 Q2	$261K	Sell	14,181 -800	-5%	-$15K	0.29%	84
2023 Q1	$296K	Hold	14,981	–	–	0.37%	71
2022 Q4	$297K	Hold	14,981	–	–	0.41%	66
2022 Q3	$276K	Hold	14,981	–	–	0.4%	64
2022 Q2	$334K	Hold	14,981	–	–	0.41%	64
2022 Q1	$285K	Sell	14,981 -280	-2%	-$5.48K	0.34%	74
2021 Q4	$323K	Buy	+15,261	New	+$351K	0.32%	77

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return

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

PCP

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

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

Guerra Pan Advisors's ICLN Position: Q4 2024 in Review

Guerra Pan Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 12,090 shares — an estimated $178K sold.

Guerra Pan Advisors first reported a position in ICLN in Q4 2021 and held it in 12 quarters. The position peaked at $334K in Q2 2022. 430 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

Guerra Pan Advisors reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
Guerra Pan Advisors sold 12,090 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $178K.
Guerra Pan Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2021 and held it in 12 quarters.
Guerra Pan Advisors's iShares Global Clean Energy ETF position peaked at $334K in Q2 2022.
430 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on Guerra Pan Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.