MCIA
ICLN icon

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

Mountain Capital 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
2024
Q4 		– Sell
-44,278
Closed -$532K – 64
2024
Q3 		$532K Buy
44,278
+11,735
+36% +$165K 0.12% 27
2024
Q2 		$451K Buy
32,543
+751
+2% +$10.5K 0.11% 27
2024
Q1 		$451K Buy
31,792
+4,735
+18% +$66.7K 0.13% 21
2023
Q4 		$403K Buy
27,057
+4,706
+21% +$66.2K 0.14% 44
2023
Q3 		$291K Buy
22,351
+5,198
+30% +$87.2K 0.11% 46
2023
Q2 		$321K Buy
17,153
+6,570
+62% +$124K 0.12% 58
2023
Q1 		$209K Buy
+10,583
New +$210K 0.09% 63
2022
Q3 		– Sell
-11,458
Closed -$226K – 85
2022
Q2 		$226K Buy
11,458
+26
+0.2% +$507 0.11% 72
2022
Q1 		$240K Sell
11,432
-684
-6% -$13.4K 0.11% 84
2021
Q4 		$239K Buy
12,116
+613
+5% +$14.1K 0.11% 112
2021
Q3 		$245K Buy
11,503
+582
+5% +$13.3K 0.13% 117
2021
Q2 		$253K Buy
10,921
+357
+3% +$8.15K 0.12% 117
2021
Q1 		$248K Buy
+10,564
New +$296K 0.12% 142
2020
Q2 		– Sell
-15,722
Closed -$165K – 52
2020
Q1 		$165K Buy
15,722
+160
+1% +$1.9K 0.09% 43
2019
Q4 		$185K Buy
15,562
+1,351
+10% +$14.9K 0.08% 42
2019
Q3 		$155K Sell
14,211
-1,598
-10% -$17.4K 0.14% 48
2019
Q2 		$173K Sell
15,809
-59
-0.4% -$600 0.16% 47
2019
Q1 		$155K Sell
15,868
-987
-6% -$9.28K 0.17% 45
2018
Q4 		$139K Hold
16,855
– – 0.19% 32
2018
Q3 		$145K Hold
16,855
– – 0.14% 46
2018
Q2 		$147K Buy
+16,855
New +$161K 0.14% 44

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PCP
Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Mountain Capital Investment Advisors's ICLN Position: Q4 2024 in Review

Mountain Capital Investment Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 44,278 shares — an estimated $532K sold.

Mountain Capital Investment Advisors first reported a position in ICLN in Q2 2018 and held it in 21 quarters. The position peaked at $532K in Q3 2024. 429 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

  • Mountain Capital Investment Advisors reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 44,278 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $532K.
  • Mountain Capital Investment Advisors first reported a position in iShares Global Clean Energy ETF in Q2 2018 and held it in 21 quarters.
  • Mountain Capital Investment Advisors's iShares Global Clean Energy ETF position peaked at $532K in Q3 2024.
  • 429 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.