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

Northwest Financial 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
-1,835
Closed -$27K – 300
2024
Q3 		$27K Buy
+1,835
New +$25.8K 0.02% 293
2024
Q1 		– Sell
-1,835
Closed -$28.6K – 275
2023
Q4 		$28.6K Buy
+1,835
New +$25.8K 0.02% 267

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

Northwest Financial Advisors's ICLN Position: Q4 2024 in Review

Northwest Financial Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 1,835 shares — an estimated $27K sold.

Northwest Financial Advisors first reported a position in ICLN in Q4 2023 and held it in 2 quarters. The position peaked at $28.6K in Q4 2023. 431 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

  • Northwest Financial Advisors reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,835 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $27K.
  • Northwest Financial Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's iShares Global Clean Energy ETF position peaked at $28.6K in Q4 2023.
  • 431 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.