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Moss Adams Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Moss Adams Wealth 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
2024
Q1 		– Sell
-20,775
Closed -$323K – 155
2023
Q4 		$323K Buy
20,775
+2,201
+12% +$31K 0.07% 76
2023
Q3 		$272K Buy
18,574
+18,408
+11,089% +$309K 0.09% 71
2023
Q2 		$3.06K Buy
+166
New +$3.12K ﹤0.01% 133

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MD
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

Moss Adams Wealth Advisors's ICLN Position: Q1 2024 in Review

Moss Adams Wealth Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2024, closing a stake of 20,775 shares — an estimated $323K sold.

Moss Adams Wealth Advisors first reported a position in ICLN in Q2 2023 and held it in 3 quarters. The position peaked at $323K in Q4 2023. 508 funds tracked by Wall St. Rank hold ICLN as of Q1 2024.

  • Moss Adams Wealth Advisors reported no remaining iShares Global Clean Energy ETF position as of Q1 2024 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 20,775 iShares Global Clean Energy ETF shares in Q1 2024, an estimated $323K.
  • Moss Adams Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q2 2023 and held it in 3 quarters.
  • Moss Adams Wealth Advisors's iShares Global Clean Energy ETF position peaked at $323K in Q4 2023.
  • 508 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2024.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2024, filed 7 May 2024.