Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
LFASL
Lugano Financial Advisors SA (LFA)’s
iShares Global Clean Energy ETF
ICLN
Stock Holding History
Lugano Financial Advisors SA (LFA)’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
2026
Q1
$286K
Hold
15,619
–
–
0.15%
60
2025
Q4
$257K
Buy
+15,619
New
+$260K
0.13%
69
2023
Q3
–
Sell
-146,810
Closed
-$2.7M
–
197
2023
Q2
$2.7M
Buy
146,810
+5,671
+4%
+$107K
1.8%
21
2023
Q1
$2.79M
Buy
141,139
+13,510
+11%
+$268K
2.11%
20
2022
Q4
$2.53M
Sell
127,629
-13,427
-10%
-$264K
1.88%
20
2022
Q3
$2.69M
Buy
141,056
+8,831
+7%
+$188K
2.11%
17
2022
Q2
$2.52M
Buy
132,225
+5,578
+4%
+$109K
1.76%
22
2022
Q1
$2.72M
Sell
126,647
-2,198
-2%
-$43K
1.82%
20
2021
Q4
$2.73M
Sell
128,845
-651
-0.5%
-$15K
1.57%
20
2021
Q3
$2.8M
Buy
129,496
+1,521
+1%
+$34.7K
1.84%
18
2021
Q2
$3M
Buy
127,975
+17,094
+15%
+$390K
1.89%
17
2021
Q1
$2.69M
Buy
+110,881
New
+$3.1M
1.88%
18
Other funds holding ICLN
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
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
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of Nova Scotia
Toronto, Ontario, Canada
$57.1B AUM
35.3%
1-Year Est. Return
A
Allianz
Munich, Germany
$9.02B AUM
28.63%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close