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Jefferies Financial Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Jefferies Financial Group’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
Q1 		– Sell
-25,000
Closed -$389K – 1799
2023
Q4 		$389K Hold
25,000
– – ﹤0.01% 1305
2023
Q3 		$366K Sell
25,000
-5,525
-18% -$92.7K ﹤0.01% 1175
2023
Q2 		$562K Buy
30,525
+5,460
+22% +$103K 0.01% 1139
2023
Q1 		$496K Sell
25,065
-265,070
-91% -$5.25M ﹤0.01% 1095
2022
Q4 		$5.76M Buy
+290,135
New +$5.7M 0.04% 361

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PCP
Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
S2L
Sparta 24 Ltd Tirat Hacarmel, Israel $109M AUM 16.57% 1-Year Est. Return

Jefferies Financial Group's ICLN Position: Q1 2024 in Review

Jefferies Financial Group sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2024, closing a stake of 25,000 shares — an estimated $389K sold.

Jefferies Financial Group first reported a position in ICLN in Q4 2022 and held it in 5 quarters. The position peaked at $5.76M in Q4 2022. 508 funds tracked by Wall St. Rank hold ICLN as of Q1 2024.

  • Jefferies Financial Group reported no remaining iShares Global Clean Energy ETF position as of Q1 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 25,000 iShares Global Clean Energy ETF shares in Q1 2024, an estimated $389K.
  • Jefferies Financial Group first reported a position in iShares Global Clean Energy ETF in Q4 2022 and held it in 5 quarters.
  • Jefferies Financial Group's iShares Global Clean Energy ETF position peaked at $5.76M in Q4 2022.
  • 508 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2024.

Based on Jefferies Financial Group's 13F filing for Q1 2024, filed 13 May 2024.