PPW
ICLN icon

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

Parcion 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
2025
Q1 		– Sell
-12,758
Closed -$145K – 297
2024
Q4 		$145K Sell
12,758
-3,903
-23% -$49.4K 0.01% 237
2024
Q3 		$245K Buy
+16,661
New +$235K 0.02% 215
2024
Q2 		– Sell
-36,578
Closed -$511K – 199
2024
Q1 		$511K Buy
+36,578
New +$515K 0.05% 137
2023
Q4 		– Sell
-29,297
Closed -$428K – 195
2023
Q3 		$428K Buy
29,297
+319
+1% +$5.35K 0.04% 145
2023
Q2 		$533K Buy
28,978
+4,480
+18% +$84.2K 0.05% 128
2023
Q1 		$485K Buy
+24,498
New +$485K 0.05% 136
2022
Q2 		– Sell
-11,291
Closed -$243K – 216
2022
Q1 		$243K Sell
11,291
-8,531
-43% -$167K 0.02% 179
2021
Q4 		$386K Sell
19,822
-4,120
-17% -$94.8K 0.03% 153
2021
Q3 		$549K Buy
23,942
+2,310
+11% +$52.7K 0.05% 140
2021
Q2 		$507K Buy
21,632
+2,060
+11% +$47K 0.05% 142
2021
Q1 		$476K Hold
19,572
– – 0.05% 140
2020
Q4 		$553K Buy
19,572
+565
+3% +$12.7K 0.07% 124
2020
Q3 		$363K Hold
19,007
– – 0.06% 144
2020
Q2 		$254K Buy
+19,007
New +$214K 0.04% 162

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Parcion Private Wealth's ICLN Position: Q1 2025 in Review

Parcion Private Wealth sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2025, closing a stake of 12,758 shares — an estimated $145K sold.

Parcion Private Wealth first reported a position in ICLN in Q2 2020 and held it in 14 quarters. The position peaked at $553K in Q4 2020. 406 funds tracked by Wall St. Rank hold ICLN as of Q1 2025.

  • Parcion Private Wealth reported no remaining iShares Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Parcion Private Wealth sold 12,758 iShares Global Clean Energy ETF shares in Q1 2025, an estimated $145K.
  • Parcion Private Wealth first reported a position in iShares Global Clean Energy ETF in Q2 2020 and held it in 14 quarters.
  • Parcion Private Wealth's iShares Global Clean Energy ETF position peaked at $553K in Q4 2020.
  • 406 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2025.

Based on Parcion Private Wealth's 13F filing for Q1 2025, filed 2 May 2025.