Partners Capital Investment Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Partners Capital Investment Group’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 Q2	–	Sell	-39,612	Closed	-$452K	–	171
2025 Q1	$452K	Hold	39,612	–	–	0.01%	153
2024 Q4	$451K	Hold	39,612	–	–	0.01%	117
2024 Q3	$582K	Hold	39,612	–	–	0.01%	150
2024 Q2	$545K	Sell	39,612 -29,733	-43%	-$416K	0.01%	158
2024 Q1	$969K	Hold	69,345	–	–	0.03%	120
2023 Q4	$1.08M	Hold	69,345	–	–	0.02%	143
2023 Q3	$1.01M	Hold	69,345	–	–	0.02%	141
2023 Q2	$1.28M	Hold	69,345	–	–	0.03%	137
2023 Q1	$1.37M	Hold	69,345	–	–	0.06%	98
2022 Q4	$1.38M	Hold	69,345	–	–	0.07%	96
2022 Q3	$1.32M	Hold	69,345	–	–	0.08%	95
2022 Q2	$1.32M	Hold	69,345	–	–	0.09%	90
2022 Q1	$1.49M	Hold	69,345	–	–	0.07%	96
2021 Q4	$1.47M	Hold	69,345	–	–	0.07%	96
2021 Q3	$1.5M	Buy	69,345 +14,744	+27%	+$336K	0.07%	92
2021 Q2	$1.28M	Hold	54,601	–	–	0.06%	115
2021 Q1	$1.33M	Sell	54,601 -132,099	-71%	-$3.7M	0.06%	124
2020 Q4	$5.27M	Buy	186,700 +93,350	+100%	+$2.1M	0.15%	81
2020 Q3	$1.73M	Hold	93,350	–	–	0.11%	88
2020 Q2	$1.17M	Hold	93,350	–	–	0.06%	82
2020 Q1	$891K	Buy	93,350 +5,270	+6%	+$62.4K	0.06%	77
2019 Q4	$1.03M	Buy	88,080 +6,380	+8%	+$70.2K	0.08%	73
2019 Q3	$891K	Hold	81,700	–	–	0.08%	68
2019 Q2	$869K	Hold	81,700	–	–	0.09%	68
2019 Q1	$797K	Buy	+81,700	New	+$768K	0.08%	66

Other funds holding ICLN

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

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

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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Partners Capital Investment Group's ICLN Position: Q2 2025 in Review

Partners Capital Investment Group sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2025, closing a stake of 39,612 shares — an estimated $452K sold.

Partners Capital Investment Group first reported a position in ICLN in Q1 2019 and held it in 25 quarters. The position peaked at $5.27M in Q4 2020. 379 funds tracked by Wall St. Rank hold ICLN as of Q2 2025.

Partners Capital Investment Group reported no remaining iShares Global Clean Energy ETF position as of Q2 2025 after selling out during the quarter.
Partners Capital Investment Group sold 39,612 iShares Global Clean Energy ETF shares in Q2 2025, an estimated $452K.
Partners Capital Investment Group first reported a position in iShares Global Clean Energy ETF in Q1 2019 and held it in 25 quarters.
Partners Capital Investment Group's iShares Global Clean Energy ETF position peaked at $5.27M in Q4 2020.
379 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2025.

Based on Partners Capital Investment Group's 13F filing for Q2 2025, filed 14 Aug 2025.