McKinley Carter Wealth Services’s iShares Global Clean Energy ETF ICLN Stock Holding History

McKinley Carter Wealth Services’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	-17,401	Closed	-$243K	–	301
2024 Q1	$243K	Hold	17,401	–	–	0.02%	275
2023 Q4	$271K	Buy	17,401 +50	+0.3%	+$703	0.02%	262
2023 Q3	$254K	Hold	17,351	–	–	0.02%	260
2023 Q2	$319K	Buy	17,351 +43	+0.2%	+$809	0.02%	245
2023 Q1	$342K	Buy	+17,308	New	+$343K	0.03%	242

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

McKinley Carter Wealth Services's ICLN Position: Q2 2024 in Review

McKinley Carter Wealth Services sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2024, closing a stake of 17,401 shares — an estimated $243K sold.

McKinley Carter Wealth Services first reported a position in ICLN in Q1 2023 and held it in 5 quarters. The position peaked at $342K in Q1 2023. 488 funds tracked by Wall St. Rank hold ICLN as of Q2 2024.

McKinley Carter Wealth Services reported no remaining iShares Global Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
McKinley Carter Wealth Services sold 17,401 iShares Global Clean Energy ETF shares in Q2 2024, an estimated $243K.
McKinley Carter Wealth Services first reported a position in iShares Global Clean Energy ETF in Q1 2023 and held it in 5 quarters.
McKinley Carter Wealth Services's iShares Global Clean Energy ETF position peaked at $342K in Q1 2023.
488 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2024.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2024, filed 9 Aug 2024.