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Highland Financial Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Highland Financial 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
Q3 		– Sell
-19,786
Closed -$264K – 55
2024
Q2 		$264K Sell
19,786
-1,691
-8% -$23.7K 0.1% 41
2024
Q1 		$300K Sell
21,477
-3,915
-15% -$55.2K 0.12% 42
2023
Q4 		$395K Buy
25,392
+520
+2% +$7.31K 0.17% 38
2023
Q3 		$364K Buy
24,872
+141
+0.6% +$2.37K 0.19% 36
2023
Q2 		$455K Buy
24,731
+3,156
+15% +$59.3K 0.23% 33
2023
Q1 		$427K Buy
21,575
+350
+2% +$6.93K 0.23% 36
2022
Q4 		$421K Sell
21,225
-1,331
-6% -$26.2K 0.25% 33
2022
Q3 		$431K Buy
22,556
+1,337
+6% +$28.5K 0.3% 34
2022
Q2 		$404K Buy
+21,219
New +$414K 0.28% 39

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
PCP
Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return