Merriman Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Merriman Wealth Management’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 Q4	$214K	Buy	18,777 +184	+1%	+$2.33K	0.01%	196
2024 Q3	$273K	Buy	18,593 +7,168	+63%	+$101K	0.01%	183
2024 Q2	$152K	Buy	11,425 +17	+0.1%	+$238	0.01%	200
2024 Q1	$159K	Buy	11,408 +201	+2%	+$2.83K	0.01%	197
2023 Q4	$174K	Buy	+11,207	New	+$158K	0.01%	183
2022 Q4	–	Sell	-13,561	Closed	-$259K	–	216
2022 Q3	$259K	Sell	13,561 -197	-1%	-$4.2K	0.02%	140
2022 Q2	$262K	Buy	+13,758	New	+$268K	0.02%	139

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return

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

PCP

Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Merriman Wealth Management's ICLN Position: Q4 2024 in Review

Merriman Wealth Management increased its iShares Global Clean Energy ETF (ICLN) stake by 0.99% in Q4 2024, buying an estimated $2.33K and bringing the position to 18,777 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #196.

Merriman Wealth Management first reported a position in ICLN in Q2 2022 and has held it in 7 quarters since. The position peaked at $273K in Q3 2024. 430 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

Merriman Wealth Management held 18,777 shares of iShares Global Clean Energy ETF worth $214K as of Q4 2024.
Merriman Wealth Management bought 184 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $2.33K.
iShares Global Clean Energy ETF made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #196 holding.
Merriman Wealth Management first reported a position in iShares Global Clean Energy ETF in Q2 2022 and has held it in 7 quarters since.
Merriman Wealth Management's iShares Global Clean Energy ETF position peaked at $273K in Q3 2024.
430 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.