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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

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UBS Group
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Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return