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

McClarren 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 Q2	–	Sell	-2,753	Closed	-$39K	–	338
2024 Q1	$39K	Sell	2,753 -971	-26%	-$13.7K	0.03%	161
2023 Q4	$58K	Sell	3,724 -19	-0.5%	-$267	0.04%	143
2023 Q3	$53K	Sell	3,743 -1	-0%	-$17	0.05%	140
2023 Q2	$68K	Buy	3,744 +26	+0.7%	+$489	0.06%	130
2023 Q1	$71K	Buy	3,718 +957	+35%	+$19K	0.06%	121
2022 Q4	$54K	Buy	2,761 +5	+0.2%	+$98	0.05%	138
2022 Q3	$52K	Buy	+2,756	New	+$58.7K	0.05%	123
2022 Q2	–	Sell	-48	Closed	-$1K	–	128
2022 Q1	$1K	Sell	48 -1	-2%	-$20	﹤0.01%	266
2021 Q4	$2K	Buy	49 +1	+2%	+$23	﹤0.01%	294
2021 Q3	$1K	Hold	48	–	–	﹤0.01%	271
2021 Q2	$1K	Hold	48	–	–	﹤0.01%	295
2021 Q1	$1K	Buy	+48	New	+$1.34K	﹤0.01%	254

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McClarren Financial Advisors's ICLN Position: Q2 2024 in Review

McClarren Financial Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2024, closing a stake of 2,753 shares — an estimated $39K sold.

McClarren Financial Advisors first reported a position in ICLN in Q1 2021 and held it in 12 quarters. The position peaked at $71K in Q1 2023. 488 funds tracked by Wall St. Rank hold ICLN as of Q2 2024.

McClarren Financial Advisors reported no remaining iShares Global Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
McClarren Financial Advisors sold 2,753 iShares Global Clean Energy ETF shares in Q2 2024, an estimated $39K.
McClarren Financial Advisors first reported a position in iShares Global Clean Energy ETF in Q1 2021 and held it in 12 quarters.
McClarren Financial Advisors's iShares Global Clean Energy ETF position peaked at $71K in Q1 2023.
488 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2024.

Based on McClarren Financial Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.