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KCM Investment Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

KCM Investment 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
-12,331
Closed -$172K – 374
2024
Q1 		$172K Sell
12,331
-109
-0.9% -$1.54K 0.01% 372
2023
Q4 		$194K Sell
12,440
-2,691
-18% -$37.8K 0.01% 362
2023
Q3 		$221K Sell
15,131
-378,927
-96% -$6.36M 0.01% 345
2023
Q2 		$7.25M Sell
394,058
-16,896
-4% -$318K 0.29% 76
2023
Q1 		$8.13M Buy
410,954
+5,572
+1% +$110K 0.33% 70
2022
Q4 		$8.05M Sell
405,382
-12,991
-3% -$255K 0.35% 74
2022
Q3 		$7.99M Buy
418,373
+746
+0.2% +$15.9K 0.37% 67
2022
Q2 		$7.96M Buy
417,627
+371,113
+798% +$7.23M 0.35% 71
2022
Q1 		$1M Buy
46,514
+7,552
+19% +$148K 0.04% 220
2021
Q4 		$825K Buy
38,962
+12,252
+46% +$282K 0.03% 230
2021
Q3 		$578K Buy
26,710
+1,150
+4% +$26.2K 0.02% 257
2021
Q2 		$600K Buy
25,560
+12,600
+97% +$288K 0.02% 247
2021
Q1 		$315K Buy
+12,960
New +$363K 0.01% 304

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 $564B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B 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 $152B 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 $75B AUM 31.89% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return