Ogorek Anthony Joseph’s iShares Global Clean Energy ETF ICLN Stock Holding History

Ogorek Anthony Joseph’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	-248	Closed	-$3K	–	302
2024 Q3	$3K	Hold	248	–	–	﹤0.01%	243
2024 Q2	$3K	Hold	248	–	–	﹤0.01%	243
2024 Q1	$3K	Hold	248	–	–	﹤0.01%	249
2023 Q4	$3K	Hold	248	–	–	﹤0.01%	259
2023 Q3	$3K	Hold	248	–	–	﹤0.01%	234
2023 Q2	$4K	Hold	248	–	–	﹤0.01%	218
2023 Q1	$4K	Sell	248 -43	-15%	-$852	﹤0.01%	223
2022 Q4	$5K	Buy	291 +43	+17%	+$845	﹤0.01%	182
2022 Q3	$4K	Hold	248	–	–	﹤0.01%	185
2022 Q2	$4K	Sell	248 -462	-65%	-$9.01K	﹤0.01%	186
2022 Q1	$15K	Sell	710 -41,112	-98%	-$805K	0.01%	152
2021 Q4	$885K	Sell	41,822 -50,169	-55%	-$1.15M	0.38%	29
2021 Q3	$1.99M	Sell	91,991 -14,786	-14%	-$337K	0.91%	23
2021 Q2	$2.5M	Buy	106,777 +805	+0.8%	+$18.4K	1.12%	23
2021 Q1	$2.58M	Buy	+105,972	New	+$2.96M	1.27%	17

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return

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

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

Ogorek Anthony Joseph's ICLN Position: Q4 2024 in Review

Ogorek Anthony Joseph sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 248 shares — an estimated $3K sold.

Ogorek Anthony Joseph first reported a position in ICLN in Q1 2021 and held it in 15 quarters. The position peaked at $2.58M in Q1 2021. 429 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

Ogorek Anthony Joseph reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
Ogorek Anthony Joseph sold 248 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $3K.
Ogorek Anthony Joseph first reported a position in iShares Global Clean Energy ETF in Q1 2021 and held it in 15 quarters.
Ogorek Anthony Joseph's iShares Global Clean Energy ETF position peaked at $2.58M in Q1 2021.
429 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on Ogorek Anthony Joseph's 13F filing for Q4 2024, filed 24 Jan 2025.