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HBK Sorce Advisory’s iShares Global Clean Energy ETF ICLN Stock Holding History

HBK Sorce Advisory’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
-10,627
Closed -$156K – 593
2024
Q3 		$156K Buy
10,627
+64
+0.6% +$901 ﹤0.01% 554
2024
Q2 		$141K Buy
10,563
+21
+0.2% +$294 ﹤0.01% 538
2024
Q1 		$147K Sell
10,542
-4,836
-31% -$68.1K 0.01% 576
2023
Q4 		$239K Buy
15,378
+1,239
+9% +$17.4K 0.01% 472
2023
Q3 		$207K Hold
14,139
– – 0.01% 510
2023
Q2 		$260K Sell
14,139
-1,419
-9% -$26.7K 0.01% 479
2023
Q1 		$308K Sell
15,558
-4,598
-23% -$91.1K 0.01% 428
2022
Q4 		$400K Sell
20,156
-924
-4% -$18.2K 0.01% 463
2022
Q3 		$402K Sell
21,080
-346
-2% -$7.38K 0.03% 309
2022
Q2 		$408K Sell
21,426
-199
-0.9% -$3.88K 0.03% 272
2022
Q1 		$465K Sell
21,625
-3,401
-14% -$66.6K 0.03% 314
2021
Q4 		$530K Buy
25,026
+7
+0% +$161 0.03% 314
2021
Q3 		$542K Buy
25,019
+4,724
+23% +$108K 0.03% 303
2021
Q2 		$476K Buy
20,295
+737
+4% +$16.8K 0.03% 331
2021
Q1 		$475K Buy
19,558
+2,912
+17% +$81.5K 0.03% 311
2020
Q4 		$470K Buy
16,646
+939
+6% +$21.1K 0.03% 282
2020
Q3 		$290K Sell
15,707
-6,694
-30% -$105K 0.02% 356
2020
Q2 		$280K Sell
22,401
-4,240
-16% -$47.7K 0.02% 341
2020
Q1 		$254K Sell
26,641
-1,710
-6% -$20.2K 0.02% 320
2019
Q4 		$333K Buy
28,351
+8,970
+46% +$98.7K 0.03% 328
2019
Q3 		$211K Buy
+19,381
New +$211K 0.02% 385

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return
BNP Paribas Financial Markets
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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

HBK Sorce Advisory's ICLN Position: Q4 2024 in Review

HBK Sorce Advisory sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 10,627 shares — an estimated $156K sold.

HBK Sorce Advisory first reported a position in ICLN in Q3 2019 and held it in 21 quarters. The position peaked at $542K in Q3 2021. 431 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

  • HBK Sorce Advisory reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
  • HBK Sorce Advisory sold 10,627 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $156K.
  • HBK Sorce Advisory first reported a position in iShares Global Clean Energy ETF in Q3 2019 and held it in 21 quarters.
  • HBK Sorce Advisory's iShares Global Clean Energy ETF position peaked at $542K in Q3 2021.
  • 431 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on HBK Sorce Advisory's 13F filing for Q4 2024, filed 10 Feb 2025.