Mirabella Financial Services’s iShares Global Clean Energy ETF ICLN Stock Holding History

Mirabella Financial Services’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 Q3	–	Sell	-89,860	Closed	-$1.2M	–	311
2024 Q2	$1.2M	Sell	89,860 -20,070	-18%	-$281K	0.09%	130
2024 Q1	$1.54M	Buy	+109,930	New	+$1.55M	0.11%	147
2023 Q1	–	Sell	-1,764,838	Closed	-$35M	–	490
2022 Q4	$35M	Buy	1,764,838 +245,146	+16%	+$4.82M	3.13%	5
2022 Q3	$29M	Buy	1,519,692 +725,142	+91%	+$15.5M	3.01%	7
2022 Q2	$15.1M	Buy	794,550 +299,960	+61%	+$5.85M	1.49%	7
2022 Q1	$10.6M	Sell	494,590 -431,151	-47%	-$8.44M	1.18%	12
2021 Q4	$19.6M	Buy	925,741 +804,828	+666%	+$18.5M	1.99%	7
2021 Q3	$2.62M	Buy	+120,913	New	+$2.76M	0.34%	79

Other funds holding ICLN

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

PCP

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

Mirabella Financial Services's ICLN Position: Q3 2024 in Review

Mirabella Financial Services sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2024, closing a stake of 89,860 shares — an estimated $1.2M sold.

Mirabella Financial Services first reported a position in ICLN in Q3 2021 and held it in 8 quarters. The position peaked at $35M in Q4 2022. 483 funds tracked by Wall St. Rank hold ICLN as of Q3 2024.

Mirabella Financial Services reported no remaining iShares Global Clean Energy ETF position as of Q3 2024 after selling out during the quarter.
Mirabella Financial Services sold 89,860 iShares Global Clean Energy ETF shares in Q3 2024, an estimated $1.2M.
Mirabella Financial Services first reported a position in iShares Global Clean Energy ETF in Q3 2021 and held it in 8 quarters.
Mirabella Financial Services's iShares Global Clean Energy ETF position peaked at $35M in Q4 2022.
483 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2024.

Based on Mirabella Financial Services's 13F filing for Q3 2024, filed 13 Nov 2024.