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Level Financial Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Level Financial 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 		– Sell
-149
Closed -$2.32K – 156
2023
Q4 		$2.32K Hold
149
– – ﹤0.01% 237
2023
Q3 		$2.18K Hold
149
– – ﹤0.01% 244
2023
Q2 		$2.74K Hold
149
– – ﹤0.01% 241
2023
Q1 		$2.95K Hold
149
– – ﹤0.01% 208
2022
Q4 		$3K Hold
149
– – ﹤0.01% 207
2022
Q3 		$3K Hold
149
– – ﹤0.01% 209
2022
Q2 		$3K Hold
149
– – ﹤0.01% 233
2022
Q1 		$3K Hold
149
– – ﹤0.01% 199
2021
Q4 		$3K Buy
+149
New +$3.43K ﹤0.01% 228

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B 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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MD
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