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

Impact Partnership 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
Q2 		– Sell
-370
Closed -$5.17K – 428
2024
Q1 		$5.17K Hold
370
– – ﹤0.01% 498
2023
Q4 		$5.76K Hold
370
– – ﹤0.01% 566
2023
Q3 		$5.41K Buy
+370
New +$6.21K ﹤0.01% 683

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Impact Partnership Wealth's ICLN Position: Q2 2024 in Review

Impact Partnership Wealth sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2024, closing a stake of 370 shares — an estimated $5.17K sold.

Impact Partnership Wealth first reported a position in ICLN in Q3 2023 and held it in 3 quarters. The position peaked at $5.76K in Q4 2023. 488 funds tracked by Wall St. Rank hold ICLN as of Q2 2024.

  • Impact Partnership Wealth reported no remaining iShares Global Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 370 iShares Global Clean Energy ETF shares in Q2 2024, an estimated $5.17K.
  • Impact Partnership Wealth first reported a position in iShares Global Clean Energy ETF in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's iShares Global Clean Energy ETF position peaked at $5.76K in Q4 2023.
  • 488 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.