JFG
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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 – 1800
2023
Q4 		$389K Hold
25,000
– – ﹤0.01% 1306
2023
Q3 		$366K Hold
25,000
– – ﹤0.01% 1176
2023
Q2 		$460K Hold
25,000
– – ﹤0.01% 1202
2023
Q1 		$495K Sell
25,000
-325,000
-93% -$6.44M ﹤0.01% 1096
2022
Q4 		$6.95M Buy
+350,000
New +$6.88M 0.05% 309

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 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 $71.6B AUM 21.08% 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 $87.5M AUM 10.49% 1-Year Est. Return