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Pettinga Financial Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Pettinga Financial Advisors’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
-14,158
Closed -$161K – 133
2024
Q4 		$161K Sell
14,158
-7,695
-35% -$97.3K 0.04% 122
2024
Q3 		$321K Sell
21,853
-300
-1% -$4.22K 0.08% 95
2024
Q2 		$295K Sell
22,153
-997
-4% -$14K 0.07% 100
2024
Q1 		$324K Sell
23,150
-310
-1% -$4.37K 0.08% 97
2023
Q4 		$365K Sell
23,460
-4,046
-15% -$56.9K 0.1% 90
2023
Q3 		$402K Sell
27,506
-255
-0.9% -$4.28K 0.12% 71
2023
Q2 		$511K Sell
27,761
-572
-2% -$10.8K 0.15% 59
2023
Q1 		$560K Sell
28,333
-50
-0.2% -$991 0.17% 56
2022
Q4 		$563K Sell
28,383
-8,879
-24% -$175K 0.18% 64
2022
Q3 		$712K Sell
37,262
-1,525
-4% -$32.5K 0.24% 53
2022
Q2 		$739K Sell
38,787
-5,847
-13% -$114K 0.22% 55
2022
Q1 		$961K Buy
44,634
+1,151
+3% +$22.5K 0.24% 54
2021
Q4 		$921K Sell
43,483
-1,373
-3% -$31.6K 0.22% 61
2021
Q3 		$971K Buy
44,856
+50
+0.1% +$1.14K 0.25% 52
2021
Q2 		$1.05M Buy
44,806
+2,578
+6% +$58.8K 0.28% 48
2021
Q1 		$1.03M Buy
42,228
+5,468
+15% +$153K 0.3% 49
2020
Q4 		$1.04M Buy
+36,760
New +$826K 0.37% 38

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

Pettinga Financial Advisors's ICLN Position: Q1 2025 in Review

Pettinga Financial Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2025, closing a stake of 14,158 shares — an estimated $161K sold.

Pettinga Financial Advisors first reported a position in ICLN in Q4 2020 and held it in 17 quarters. The position peaked at $1.05M in Q2 2021. 406 funds tracked by Wall St. Rank hold ICLN as of Q1 2025.

  • Pettinga Financial Advisors reported no remaining iShares Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Pettinga Financial Advisors sold 14,158 iShares Global Clean Energy ETF shares in Q1 2025, an estimated $161K.
  • Pettinga Financial Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 17 quarters.
  • Pettinga Financial Advisors's iShares Global Clean Energy ETF position peaked at $1.05M in Q2 2021.
  • 406 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2025.

Based on Pettinga Financial Advisors's 13F filing for Q1 2025, filed 2 May 2025.