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

KLR 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 Q1	$510K	Buy	38,850 +18,942	+95%	+$267K	0.37%	68
2023 Q4	$310K	Buy	19,908 +6,825	+52%	+$96K	0.22%	140
2023 Q3	$259K	Sell	13,083 -786	-6%	-$13.2K	0.24%	145
2023 Q2	$255K	Buy	13,869 +154	+1%	+$2.9K	0.21%	155
2023 Q1	$271K	Sell	13,715 -1,040	-7%	-$20.6K	0.24%	144
2022 Q4	$293K	Buy	+14,755	New	+$290K	0.24%	137

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B 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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

KLR Investment Advisors's ICLN Position: Q1 2024 in Review

KLR Investment Advisors increased its iShares Global Clean Energy ETF (ICLN) stake by 95% in Q1 2024, buying an estimated $267K and bringing the position to 38,850 shares worth $510K. The position accounts for 0.37% of the portfolio, ranked #68.

KLR Investment Advisors first reported a position in ICLN in Q4 2022 and has held it in 6 quarters since. 505 funds tracked by Wall St. Rank hold ICLN as of Q1 2024.

KLR Investment Advisors held 38,850 shares of iShares Global Clean Energy ETF worth $510K as of Q1 2024.
KLR Investment Advisors bought 18,942 iShares Global Clean Energy ETF shares in Q1 2024, an estimated $267K.
iShares Global Clean Energy ETF made up 0.37% of KLR Investment Advisors's portfolio in Q1 2024, its #68 holding.
KLR Investment Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2022 and has held it in 6 quarters since.
505 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.