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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 $1.55T 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 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 $289B AUM 60.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $199B AUM 37.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KCM Investment Advisors's ICLN Position: Q2 2024 in Review

KCM Investment Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2024, closing a stake of 12,331 shares — an estimated $172K sold.

KCM Investment Advisors first reported a position in ICLN in Q1 2021 and held it in 13 quarters. The position peaked at $8.13M in Q1 2023. 487 funds tracked by Wall St. Rank hold ICLN as of Q2 2024.

  • KCM Investment Advisors reported no remaining iShares Global Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
  • KCM Investment Advisors sold 12,331 iShares Global Clean Energy ETF shares in Q2 2024, an estimated $172K.
  • KCM Investment Advisors first reported a position in iShares Global Clean Energy ETF in Q1 2021 and held it in 13 quarters.
  • KCM Investment Advisors's iShares Global Clean Energy ETF position peaked at $8.13M in Q1 2023.
  • 487 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2024.

Based on KCM Investment Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.