MP
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McDonald Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

McDonald Partners’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
Q3 		– Sell
-10,284
Closed -$135K – 240
2025
Q2 		$135K Buy
+10,284
New +$126K 0.03% 248
2022
Q3 		– Sell
-10,793
Closed -$206K – 244
2022
Q2 		$206K Buy
10,793
+260
+2% +$5.07K 0.05% 278
2022
Q1 		$227K Buy
+10,533
New +$206K 0.05% 284
2021
Q3 		– Sell
-8,983
Closed -$211K – 302
2021
Q2 		$211K Hold
8,983
– – 0.05% 288
2021
Q1 		$218K Buy
8,983
+760
+9% +$21.3K 0.06% 269
2020
Q4 		$232K Buy
+8,223
New +$185K 0.07% 249

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 17.34% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
GF
Gimbal Financial Carmel, Indiana $167M AUM 29.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
FCC
Florin Court Capital London, United Kingdom $26.5M AUM 34.2% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return