MGO Private Wealth’s iShares Global Clean Energy ETF ICLN Stock Holding History

MGO Private Wealth’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	–	Sell	-10,257	Closed	-$151K	–	59
2024 Q3	$151K	Sell	10,257 -709	-6%	-$9.99K	0.11%	60
2024 Q2	$146K	Sell	10,966 -2,405	-18%	-$33.7K	0.09%	82
2024 Q1	$187K	Sell	13,371 -4,641	-26%	-$65.4K	0.12%	79
2023 Q4	$280K	Sell	18,012 -4,632	-20%	-$65.1K	0.19%	57
2023 Q3	$331K	Sell	22,644 -7,368	-25%	-$124K	0.25%	52
2023 Q2	$552K	Sell	30,012 -5,853	-16%	-$110K	0.42%	43
2023 Q1	$709K	Sell	35,865 -137,428	-79%	-$2.72M	0.56%	44
2022 Q4	$3.44M	Sell	173,293 -123,270	-42%	-$2.42M	1.57%	21
2022 Q3	$5.66M	Buy	+296,563	New	+$6.32M	2.69%	9

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

MGO Private Wealth's ICLN Position: Q4 2024 in Review

MGO Private Wealth sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 10,257 shares — an estimated $151K sold.

MGO Private Wealth first reported a position in ICLN in Q3 2022 and held it in 9 quarters. The position peaked at $5.66M in Q3 2022. 430 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

MGO Private Wealth reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
MGO Private Wealth sold 10,257 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $151K.
MGO Private Wealth first reported a position in iShares Global Clean Energy ETF in Q3 2022 and held it in 9 quarters.
MGO Private Wealth's iShares Global Clean Energy ETF position peaked at $5.66M in Q3 2022.
430 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on MGO Private Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.