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Kelly Financial Services’s iShares Global Clean Energy ETF ICLN Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-523
Closed -$6.97K – 387
2024
Q2 		$6.97K Sell
523
-47
-8% -$658 ﹤0.01% 459
2024
Q1 		$7.97K Hold
570
– – ﹤0.01% 454
2023
Q4 		$8.87K Sell
570
-194
-25% -$2.73K ﹤0.01% 411
2023
Q3 		$11.2K Sell
764
-574
-43% -$9.63K 0.01% 353
2023
Q2 		$24.6K Sell
1,338
-186
-12% -$3.5K 0.01% 270
2023
Q1 		$30.2K Sell
1,524
-9,980
-87% -$198K 0.02% 233
2022
Q4 		$228K Buy
11,504
+5,252
+84% +$103K 0.12% 81
2022
Q3 		$119K Sell
6,252
-171,498
-96% -$3.66M 0.07% 102
2022
Q2 		$3.39M Buy
177,750
+13,027
+8% +$254K 1.77% 9
2022
Q1 		$3.54M Sell
164,723
-1,195
-0.7% -$23.4K 1.6% 12
2021
Q4 		$3.51M Sell
165,918
-206,641
-55% -$4.75M 1.61% 12
2021
Q3 		$8.07M Sell
372,559
-7,980,002
-96% -$182M 4.54% 7
2021
Q2 		$356M Buy
8,352,561
+8,038,519
+2,560% +$183M 13.78% 3
2021
Q1 		$7.63M Buy
+314,042
New +$8.79M 4.74% 7
2020
Q4 		– Sell
-527
Closed -$9.75K – 606
2020
Q3 		$9.75K Hold
527
– – 0.01% 259
2020
Q2 		$6.6K Buy
527
+2
+0.4% +$23 0.01% 296
2020
Q1 		$5.01K Buy
+525
New +$6.22K 0.01% 294

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 $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
PCP
Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return

Kelly Financial Services's ICLN Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2024, closing a stake of 523 shares — an estimated $6.97K sold.

Kelly Financial Services first reported a position in ICLN in Q1 2020 and held it in 17 quarters. The position peaked at $356M in Q2 2021. 484 funds tracked by Wall St. Rank hold ICLN as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares Global Clean Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 523 iShares Global Clean Energy ETF shares in Q3 2024, an estimated $6.97K.
  • Kelly Financial Services first reported a position in iShares Global Clean Energy ETF in Q1 2020 and held it in 17 quarters.
  • Kelly Financial Services's iShares Global Clean Energy ETF position peaked at $356M in Q2 2021.
  • 484 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.