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Mutual Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Mutual 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
Q2 		– Sell
-10,670
Closed -$126K – 1187
2025
Q1 		$126K Sell
10,670
-5,135
-32% -$58.6K ﹤0.01% 1058
2024
Q4 		$180K Sell
15,805
-3,636
-19% -$46K 0.01% 1035
2024
Q3 		$255K Sell
19,441
-450
-2% -$6.34K 0.01% 968
2024
Q2 		$278K Sell
19,891
-76,969
-79% -$1.08M 0.01% 916
2024
Q1 		$1.35M Sell
96,860
-9,080
-9% -$128K 0.04% 381
2023
Q4 		$1.65M Sell
105,940
-4,144
-4% -$58.3K 0.06% 318
2023
Q3 		$1.61M Sell
110,084
-10,403
-9% -$175K 0.06% 303
2023
Q2 		$2.22M Sell
120,487
-60,780
-34% -$1.14M 0.08% 233
2023
Q1 		$3.59M Buy
181,267
+63,120
+53% +$1.25M 0.15% 145
2022
Q4 		$2.35M Sell
118,147
-4,416
-4% -$86.8K 0.1% 195
2022
Q3 		$2.34M Buy
122,563
+4,241
+4% +$90.4K 0.12% 168
2022
Q2 		$2.25M Sell
118,322
-22,743
-16% -$443K 0.15% 163
2022
Q1 		$3.04M Buy
141,065
+24,170
+21% +$473K 0.17% 138
2021
Q4 		$2.48M Sell
116,895
-15,097
-11% -$347K 0.13% 192
2021
Q3 		$2.86M Sell
131,992
-2,110
-2% -$48.1K 0.17% 150
2021
Q2 		$3.15M Sell
134,102
-43,965
-25% -$1M 0.19% 139
2021
Q1 		$4.33M Buy
178,067
+124,720
+234% +$3.49M 0.3% 79
2020
Q4 		$1.51M Buy
+53,347
New +$1.2M 0.11% 219

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 17.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return