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Hedeker Wealth’s iShares Global Clean Energy ETF ICLN Stock Holding History

Hedeker Wealth’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
-13,064
Closed -$192K – 88
2024
Q3 		$192K Sell
13,064
-80
-0.6% -$1.13K 0.05% 83
2024
Q2 		$175K Sell
13,144
-236
-2% -$3.31K 0.05% 85
2024
Q1 		$187K Sell
13,380
-1,352
-9% -$19K 0.05% 89
2023
Q4 		$229K Sell
14,732
-7,260
-33% -$102K 0.07% 86
2023
Q3 		$322K Sell
21,992
-626
-3% -$10.5K 0.11% 82
2023
Q2 		$416K Sell
22,618
-776
-3% -$14.6K 0.14% 89
2023
Q1 		$463K Buy
23,394
+954
+4% +$18.9K 0.16% 87
2022
Q4 		$445K Sell
22,440
-447
-2% -$8.79K 0.17% 85
2022
Q3 		$436K Buy
22,887
+324
+1% +$6.91K 0.17% 81
2022
Q2 		$443K Sell
22,563
-2,212
-9% -$43.1K 0.15% 83
2022
Q1 		$533K Sell
24,775
-34,249
-58% -$670K 0.16% 78
2021
Q4 		$1.25M Sell
59,024
-2,799
-5% -$64.4K 0.36% 68
2021
Q3 		$1.34M Sell
61,823
-46,149
-43% -$1.05M 0.41% 67
2021
Q2 		$2.53M Buy
107,972
+3,808
+4% +$86.9K 0.79% 48
2021
Q1 		$2.53M Buy
104,164
+1,348
+1% +$37.7K 0.89% 43
2020
Q4 		$2.9M Buy
102,816
+6,520
+7% +$147K 1.02% 39
2020
Q3 		$1.78M Buy
+96,296
New +$1.51M 0.84% 51

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

Hedeker Wealth's ICLN Position: Q4 2024 in Review

Hedeker Wealth sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 13,064 shares — an estimated $192K sold.

Hedeker Wealth first reported a position in ICLN in Q3 2020 and held it in 17 quarters. The position peaked at $2.9M in Q4 2020. 430 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

  • Hedeker Wealth reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Hedeker Wealth sold 13,064 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $192K.
  • Hedeker Wealth first reported a position in iShares Global Clean Energy ETF in Q3 2020 and held it in 17 quarters.
  • Hedeker Wealth's iShares Global Clean Energy ETF position peaked at $2.9M in Q4 2020.
  • 430 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on Hedeker Wealth's 13F filing for Q4 2024, filed 27 Jan 2025.