Monumental Financial Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Monumental Financial Group’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 Q1	–	Sell	-15,650	Closed	-$244K	–	41
2023 Q4	$244K	Buy	+15,650	New	+$220K	0.15%	41
2023 Q2	–	Sell	-7,040	Closed	-$139K	–	61
2023 Q1	$139K	Buy	+7,040	New	+$139K	0.1%	54
2022 Q2	–	Sell	-7,275	Closed	-$157K	–	47
2022 Q1	$157K	Buy	+7,275	New	+$142K	0.13%	25
2021 Q3	–	Sell	-6,382	Closed	-$150K	–	53
2021 Q2	$150K	Buy	+6,382	New	+$146K	0.13%	29

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PCP

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

TWP

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

S2L

Sparta 24 Ltd Tirat Hacarmel, Israel $109M AUM 16.57% 1-Year Est. Return

Monumental Financial Group's ICLN Position: Q1 2024 in Review

Monumental Financial Group sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2024, closing a stake of 15,650 shares — an estimated $244K sold.

Monumental Financial Group first reported a position in ICLN in Q2 2021 and held it in 4 quarters. The position peaked at $244K in Q4 2023. 507 funds tracked by Wall St. Rank hold ICLN as of Q1 2024.

Monumental Financial Group reported no remaining iShares Global Clean Energy ETF position as of Q1 2024 after selling out during the quarter.
Monumental Financial Group sold 15,650 iShares Global Clean Energy ETF shares in Q1 2024, an estimated $244K.
Monumental Financial Group first reported a position in iShares Global Clean Energy ETF in Q2 2021 and held it in 4 quarters.
Monumental Financial Group's iShares Global Clean Energy ETF position peaked at $244K in Q4 2023.
507 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2024.

Based on Monumental Financial Group's 13F filing for Q1 2024, filed 16 Apr 2024.