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

Janiczek Wealth Management’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	$2.4K	Hold	180	–	–	﹤0.01%	836
2024 Q1	$2.52K	Hold	180	–	–	﹤0.01%	844
2023 Q4	$2.81K	Hold	180	–	–	﹤0.01%	821
2023 Q3	$2.63K	Sell	180 -4	-2%	-$67	﹤0.01%	799
2023 Q2	$3.39K	Hold	184	–	–	﹤0.01%	708
2023 Q1	$3.6K	Buy	184 +159	+636%	+$3.15K	﹤0.01%	706
2022 Q4	$532	Hold	25	–	–	﹤0.01%	909
2022 Q3	$0	Buy	25 +10	+67%	+$213	﹤0.01%	979
2022 Q2	$0	Buy	+15	New	+$292	﹤0.01%	998

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

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 Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janiczek Wealth Management's ICLN Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2024 at 180 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Janiczek Wealth Management first reported a position in ICLN in Q2 2022 and has held it in 9 quarters since. The position peaked at $3.6K in Q1 2023. 486 funds tracked by Wall St. Rank hold ICLN as of Q2 2024.

Janiczek Wealth Management held 180 shares of iShares Global Clean Energy ETF worth $2.4K as of Q2 2024.
Janiczek Wealth Management left its iShares Global Clean Energy ETF share count unchanged in Q2 2024.
iShares Global Clean Energy ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #836 holding.
Janiczek Wealth Management first reported a position in iShares Global Clean Energy ETF in Q2 2022 and has held it in 9 quarters since.
Janiczek Wealth Management's iShares Global Clean Energy ETF position peaked at $3.6K in Q1 2023.
486 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.