Key Financial Inc’s iShares Global Clean Energy ETF ICLN Stock Holding History

Key Financial Inc’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
2025 Q1	–	Sell	-125	Closed	-$1.42K	–	1397
2024 Q4	$1.42K	Hold	125	–	–	﹤0.01%	1187
2024 Q3	$1.84K	Hold	125	–	–	﹤0.01%	1124
2024 Q2	$1.67K	Hold	125	–	–	﹤0.01%	1125
2024 Q1	$1.75K	Sell	125 -196	-61%	-$2.76K	﹤0.01%	1115
2023 Q4	$5K	Hold	321	–	–	﹤0.01%	936
2023 Q3	$4.69K	Hold	321	–	–	﹤0.01%	930
2023 Q2	$5.91K	Hold	321	–	–	﹤0.01%	868
2023 Q1	$6.35K	Hold	321	–	–	﹤0.01%	776
2022 Q4	$6.13K	Hold	321	–	–	﹤0.01%	748
2022 Q3	$6K	Hold	321	–	–	﹤0.01%	750
2022 Q2	$6K	Buy	321 +196	+157%	+$3.82K	﹤0.01%	753
2022 Q1	$3K	Hold	125	–	–	﹤0.01%	871
2021 Q4	$3K	Hold	125	–	–	﹤0.01%	781
2021 Q3	$3K	Hold	125	–	–	﹤0.01%	763
2021 Q2	$3K	Buy	+125	New	+$2.85K	﹤0.01%	739

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Key Financial Inc's ICLN Position: Q1 2025 in Review

Key Financial Inc sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2025, closing a stake of 125 shares — an estimated $1.42K sold.

Key Financial Inc first reported a position in ICLN in Q2 2021 and held it in 15 quarters. The position peaked at $6.35K in Q1 2023. 405 funds tracked by Wall St. Rank hold ICLN as of Q1 2025.

Key Financial Inc reported no remaining iShares Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
Key Financial Inc sold 125 iShares Global Clean Energy ETF shares in Q1 2025, an estimated $1.42K.
Key Financial Inc first reported a position in iShares Global Clean Energy ETF in Q2 2021 and held it in 15 quarters.
Key Financial Inc's iShares Global Clean Energy ETF position peaked at $6.35K in Q1 2023.
405 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2025.

Based on Key Financial Inc's 13F filing for Q1 2025, filed 1 May 2025.