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Pinnacle Associates’s iShares Global Clean Energy ETF ICLN Stock Holding History

Pinnacle Associates’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
-17,220
Closed -$268K – 859
2024
Q3 		$268K Buy
17,220
+3,592
+26% +$50.6K ﹤0.01% 707
2024
Q2 		$182K Sell
13,628
-892
-6% -$12.5K ﹤0.01% 783
2024
Q1 		$203K Sell
14,520
-2,700
-16% -$38K ﹤0.01% 791
2023
Q4 		$268K Sell
17,220
-12,678
-42% -$178K ﹤0.01% 717
2023
Q3 		$437K Hold
29,898
– – 0.01% 578
2023
Q2 		$550K Buy
29,898
+17,317
+138% +$326K 0.01% 568
2023
Q1 		$249K Buy
12,581
+505
+4% +$10K 0.01% 669
2022
Q4 		$240K Buy
12,076
+2
+0% +$39 0.01% 666
2022
Q3 		$230K Buy
12,074
+1,150
+11% +$24.5K 0.01% 668
2022
Q2 		$208K Sell
10,924
-36
-0.3% -$702 ﹤0.01% 699
2022
Q1 		$236K Buy
+10,960
New +$214K ﹤0.01% 722

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 $93.1B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $75.5B AUM 35.56% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $11.2B AUM 20.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B 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