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Perigon Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Perigon Wealth Management’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
-14,983
Closed -$171K – 1063
2024
Q4 		$171K Sell
14,983
-10,384
-41% -$131K ﹤0.01% 997
2024
Q3 		$373K Buy
25,367
+8,613
+51% +$121K 0.01% 707
2024
Q2 		$223K Sell
16,754
-2,239
-12% -$31.4K 0.01% 782
2024
Q1 		$266K Sell
18,993
-1,671
-8% -$23.5K 0.01% 715
2023
Q4 		$322K Buy
20,664
+8,056
+64% +$113K 0.01% 629
2023
Q3 		$184K Buy
12,608
+347
+3% +$5.82K 0.01% 739
2023
Q2 		$226K Buy
+12,261
New +$231K 0.01% 703
2021
Q3 		– Sell
-9,373
Closed -$220K – 546
2021
Q2 		$220K Buy
9,373
+415
+5% +$9.47K 0.02% 478
2021
Q1 		$218K Buy
8,958
+4,295
+92% +$120K 0.02% 452
2020
Q4 		$132K Buy
+4,663
New +$105K 0.02% 484

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
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 17.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $75.5B AUM 35.56% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $11.2B AUM 20.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return