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

OneDigital 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	-10,835	Closed	-$159K	–	1458
2024 Q3	$159K	Buy	+10,835	New	+$153K	﹤0.01%	1380
2019 Q3	–	Sell	-602	Closed	-$6K	–	835
2019 Q2	$6K	Buy	602 +4	+0.7%	+$41	﹤0.01%	1022
2019 Q1	$6K	Hold	598	–	–	﹤0.01%	961
2018 Q4	$5K	Buy	598 +8	+1%	+$68	﹤0.01%	952
2018 Q3	$5K	Buy	+590	New	+$5.17K	﹤0.01%	921

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

OneDigital Investment Advisors's ICLN Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 10,835 shares — an estimated $159K sold.

OneDigital Investment Advisors first reported a position in ICLN in Q3 2018 and held it in 5 quarters. The position peaked at $159K in Q3 2024. 429 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

OneDigital Investment Advisors reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 10,835 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $159K.
OneDigital Investment Advisors first reported a position in iShares Global Clean Energy ETF in Q3 2018 and held it in 5 quarters.
OneDigital Investment Advisors's iShares Global Clean Energy ETF position peaked at $159K in Q3 2024.
429 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

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