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

IVC Wealth 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
Q2 		– Sell
-10,829
Closed -$151K – 168
2024
Q1 		$151K Sell
10,829
-1,000
-8% -$14.1K 0.09% 159
2023
Q4 		$184K Sell
11,829
-4,687
-28% -$65.9K 0.11% 156
2023
Q3 		$241K Sell
16,516
-9,290
-36% -$156K 0.16% 123
2023
Q2 		$475K Sell
25,806
-14,858
-37% -$279K 0.3% 83
2023
Q1 		$804K Sell
40,664
-57,872
-59% -$1.15M 0.57% 53
2022
Q4 		$1.96M Sell
98,536
-8,761
-8% -$172K 1.44% 13
2022
Q3 		$2.05M Buy
107,297
+1,462
+1% +$31.2K 1.65% 8
2022
Q2 		$2.02M Buy
105,835
+9,516
+10% +$185K 1.56% 11
2022
Q1 		$2.07M Buy
96,319
+2,197
+2% +$43K 1.36% 11
2021
Q4 		$1.99M Buy
94,122
+618
+0.7% +$14.2K 1.28% 12
2021
Q3 		$2.02M Buy
93,504
+7,764
+9% +$177K 1.39% 12
2021
Q2 		$2.01M Buy
85,740
+27,366
+47% +$625K 1.41% 12
2021
Q1 		$1.42M Buy
+58,374
New +$1.63M 1.12% 18

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 $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $206B AUM 31.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $109B AUM 35.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IVC Wealth Advisors's ICLN Position: Q2 2024 in Review

IVC Wealth Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2024, closing a stake of 10,829 shares — an estimated $151K sold.

IVC Wealth Advisors first reported a position in ICLN in Q1 2021 and held it in 13 quarters. The position peaked at $2.07M in Q1 2022. 486 funds tracked by Wall St. Rank hold ICLN as of Q2 2024.

  • IVC Wealth Advisors reported no remaining iShares Global Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
  • IVC Wealth Advisors sold 10,829 iShares Global Clean Energy ETF shares in Q2 2024, an estimated $151K.
  • IVC Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q1 2021 and held it in 13 quarters.
  • IVC Wealth Advisors's iShares Global Clean Energy ETF position peaked at $2.07M in Q1 2022.
  • 486 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2024.

Based on IVC Wealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.