ORG Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

ORG Partners’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 Q1	–	Sell	-471	Closed	-$5.36K	–	1490
2024 Q4	$5.36K	Hold	471	–	–	﹤0.01%	996
2024 Q3	$6.92K	Hold	471	–	–	﹤0.01%	845
2024 Q2	$6.27K	Buy	+471	New	+$6.6K	﹤0.01%	1342
2024 Q1	–	Sell	-471	Closed	-$7.33K	–	762
2023 Q4	$7.33K	Buy	+471	New	+$6.62K	﹤0.01%	799
2023 Q3	–	Sell	-471	Closed	-$8.67K	–	1477
2023 Q2	$8.67K	Buy	+471	New	+$8.86K	﹤0.01%	996

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ORG Partners's ICLN Position: Q1 2025 in Review

ORG Partners sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2025, closing a stake of 471 shares — an estimated $5.36K sold.

ORG Partners first reported a position in ICLN in Q2 2023 and held it in 5 quarters. The position peaked at $8.67K in Q2 2023. 406 funds tracked by Wall St. Rank hold ICLN as of Q1 2025.

ORG Partners reported no remaining iShares Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 471 iShares Global Clean Energy ETF shares in Q1 2025, an estimated $5.36K.
ORG Partners first reported a position in iShares Global Clean Energy ETF in Q2 2023 and held it in 5 quarters.
ORG Partners's iShares Global Clean Energy ETF position peaked at $8.67K in Q2 2023.
406 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.