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Oxler Private Wealth’s iShares Global Clean Energy ETF ICLN Stock Holding History

Oxler Private Wealth’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
-13,939
Closed -$205K – 86
2024
Q3 		$205K Hold
13,939
– – 0.07% 86
2024
Q2 		$186K Sell
13,939
-336
-2% -$4.71K 0.07% 83
2024
Q1 		$200K Sell
14,275
-1,209
-8% -$17K 0.08% 86
2023
Q4 		$241K Buy
15,484
+96
+0.6% +$1.35K 0.2% 68
2023
Q3 		$225K Sell
15,388
-595
-4% -$9.98K 0.11% 85
2023
Q2 		$294K Buy
15,983
+79
+0.5% +$1.49K 0.14% 81
2023
Q1 		$315K Sell
15,904
-9,865
-38% -$195K 0.16% 81
2022
Q4 		$512K Sell
25,769
-155
-0.6% -$3.05K 0.28% 69
2022
Q3 		$518K Buy
25,924
+6,991
+37% +$149K 0.29% 72
2022
Q2 		$361K Buy
18,933
+140
+0.7% +$2.73K 0.17% 90
2022
Q1 		$404K Sell
18,793
-6,420
-25% -$126K 0.18% 90
2021
Q4 		$533K Sell
25,213
-4
-0% -$92 0.22% 90
2021
Q3 		$545K Buy
25,217
+5,486
+28% +$125K 0.24% 89
2021
Q2 		$462K Buy
19,731
+7,788
+65% +$178K 0.2% 100
2021
Q1 		$290K Buy
11,943
+9,069
+316% +$254K 0.15% 105
2020
Q4 		$75K Buy
+2,874
New +$64.6K 0.04% 146

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return
BNP Paribas Financial Markets
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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Oxler Private Wealth's ICLN Position: Q4 2024 in Review

Oxler Private Wealth sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 13,939 shares — an estimated $205K sold.

Oxler Private Wealth first reported a position in ICLN in Q4 2020 and held it in 16 quarters. The position peaked at $545K in Q3 2021. 429 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

  • Oxler Private Wealth reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Oxler Private Wealth sold 13,939 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $205K.
  • Oxler Private Wealth first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 16 quarters.
  • Oxler Private Wealth's iShares Global Clean Energy ETF position peaked at $545K in Q3 2021.
  • 429 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on Oxler Private Wealth's 13F filing for Q4 2024, filed 23 Jan 2025.