Liberty Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Liberty Wealth Management’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 Q2	–	Sell	-26,171	Closed	-$299K	–	232
2025 Q1	$299K	Buy	26,171 +1,750	+7%	+$20K	0.06%	120
2024 Q4	$278K	Buy	24,421 +1,176	+5%	+$14.9K	0.05%	165
2024 Q3	$341K	Buy	23,245 +1,332	+6%	+$18.8K	0.06%	149
2024 Q2	$291K	Buy	21,913 +733	+3%	+$10.3K	0.05%	162
2024 Q1	$296K	Buy	21,180 +999	+5%	+$14.1K	0.06%	145
2023 Q4	$299K	Buy	20,181 +3,937	+24%	+$55.4K	0.06%	130
2023 Q3	$237K	Buy	16,244 +632	+4%	+$10.6K	0.06%	152
2023 Q2	$287K	Buy	15,612 +556	+4%	+$10.5K	0.07%	142
2023 Q1	$298K	Buy	+15,056	New	+$298K	0.06%	176
2022 Q3	$283K	Buy	14,856 +161	+1%	+$3.43K	0.08%	111
2022 Q2	$279K	Buy	14,695 +852	+6%	+$16.6K	0.11%	109
2022 Q1	$297K	Buy	+13,843	New	+$271K	0.11%	110
2021 Q4	–	Sell	-11,186	Closed	-$257K	–	148
2021 Q3	$244K	Buy	11,186 +1,241	+12%	+$28.3K	0.09%	141
2021 Q2	$232K	Buy	9,945 +8,917	+867%	+$204K	0.09%	116
2021 Q1	$31K	Hold	1,028	–	–	0.02%	381
2020 Q4	$31K	Buy	+1,028	New	+$23.1K	0.02%	379

Other funds holding ICLN

Bank of America

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

Criteria Caixa Barcelona, Spain $23.6M AUM 17.34% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return