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

IAG Wealth 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
2024 Q4	–	Sell	-1,058	Closed	-$15.5K	–	521
2024 Q3	$15.5K	Hold	1,058	–	–	﹤0.01%	295
2024 Q2	$14.1K	Hold	1,058	–	–	﹤0.01%	299
2024 Q1	$14.8K	Sell	1,058 -6	-0.6%	-$85	﹤0.01%	267
2023 Q4	$16.6K	Hold	1,064	–	–	﹤0.01%	250
2023 Q3	$15.6K	Hold	1,064	–	–	﹤0.01%	246
2023 Q2	$19.6K	Buy	1,064 +6	+0.6%	+$113	0.01%	243
2023 Q1	$20.9K	Hold	1,058	–	–	0.01%	223
2022 Q4	$21K	Hold	1,058	–	–	0.01%	214
2022 Q3	$20K	Hold	1,058	–	–	0.01%	204
2022 Q2	$20K	Hold	1,058	–	–	0.01%	204
2022 Q1	$23K	Hold	1,058	–	–	0.01%	208
2021 Q4	$22K	Hold	1,058	–	–	0.01%	213
2021 Q3	$23K	Buy	+1,058	New	+$24.1K	0.01%	190
2021 Q2	–	Sell	-1,038	Closed	-$26K	–	378
2021 Q1	$26K	Buy	+1,038	New	+$29K	0.01%	160

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

IAG Wealth Partners's ICLN Position: Q4 2024 in Review

IAG Wealth Partners sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 1,058 shares — an estimated $15.5K sold.

IAG Wealth Partners first reported a position in ICLN in Q1 2021 and held it in 14 quarters. The position peaked at $26K in Q1 2021. 430 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

IAG Wealth Partners reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
IAG Wealth Partners sold 1,058 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $15.5K.
IAG Wealth Partners first reported a position in iShares Global Clean Energy ETF in Q1 2021 and held it in 14 quarters.
IAG Wealth Partners's iShares Global Clean Energy ETF position peaked at $26K in Q1 2021.
430 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on IAG Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.