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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Capital Fund Management (CFM)

Capital Fund Management (CFM) Paris, France $11.2B AUM 20.49% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

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