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O'Rourke & Company’s iShares Global Clean Energy ETF ICLN Stock Holding History

O'Rourke & Company’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
2023
Q4 		– Sell
-15,940
Closed -$233K – 140
2023
Q3 		$233K Sell
15,940
-3,215
-17% -$53.9K 0.17% 120
2023
Q2 		$352K Sell
19,155
-434
-2% -$8.16K 0.25% 86
2023
Q1 		$387K Buy
19,589
+465
+2% +$9.21K 0.29% 79
2022
Q4 		$380K Sell
19,124
-4,717
-20% -$92.7K 0.3% 81
2022
Q3 		$455K Sell
23,841
-2,358
-9% -$50.3K 0.4% 62
2022
Q2 		$499K Sell
26,199
-1,219
-4% -$23.8K 0.42% 57
2022
Q1 		$590K Sell
27,418
-6,436
-19% -$126K 0.41% 59
2021
Q4 		$717K Buy
+33,854
New +$779K 0.48% 48

Other funds holding ICLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return