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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 17.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $11.2B AUM 20.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return