Milestone Investment Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Milestone Investment Advisors’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 Q1	–	Sell	-55,787	Closed	-$635K	–	132
2024 Q4	$635K	Sell	55,787 -28,152	-34%	-$356K	0.17%	56
2024 Q3	$1.23M	Buy	83,939 +2,165	+3%	+$30.5K	0.35%	44
2024 Q2	$1.09M	Buy	81,774 +1,891	+2%	+$26.5K	0.29%	45
2024 Q1	$1.12M	Buy	79,883 +816	+1%	+$11.5K	0.3%	44
2023 Q4	$1.23M	Sell	79,067 -73,415	-48%	-$1.03M	0.36%	41
2023 Q3	$2.23M	Buy	152,482 +84	+0.1%	+$1.41K	0.63%	35
2023 Q2	$2.8M	Buy	152,398 +1,602	+1%	+$30.1K	0.87%	29
2023 Q1	$2.98M	Buy	150,796 +24,759	+20%	+$490K	0.92%	27
2022 Q4	$2.5M	Buy	+126,037	New	+$2.48M	0.88%	27

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

Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 1-Year Est. Return

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

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Milestone Investment Advisors's ICLN Position: Q1 2025 in Review

Milestone Investment Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2025, closing a stake of 55,787 shares — an estimated $635K sold.

Milestone Investment Advisors first reported a position in ICLN in Q4 2022 and held it in 9 quarters. The position peaked at $2.98M in Q1 2023. 406 funds tracked by Wall St. Rank hold ICLN as of Q1 2025.

Milestone Investment Advisors reported no remaining iShares Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
Milestone Investment Advisors sold 55,787 iShares Global Clean Energy ETF shares in Q1 2025, an estimated $635K.
Milestone Investment Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2022 and held it in 9 quarters.
Milestone Investment Advisors's iShares Global Clean Energy ETF position peaked at $2.98M in Q1 2023.
406 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2025.

Based on Milestone Investment Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.