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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return

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

PCP

Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return

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

Pinnacle Associates's ICLN Position: Q4 2024 in Review

Pinnacle Associates sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 17,220 shares — an estimated $268K sold.

Pinnacle Associates first reported a position in ICLN in Q1 2022 and held it in 11 quarters. The position peaked at $550K in Q2 2023. 430 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

Pinnacle Associates reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
Pinnacle Associates sold 17,220 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $268K.
Pinnacle Associates first reported a position in iShares Global Clean Energy ETF in Q1 2022 and held it in 11 quarters.
Pinnacle Associates's iShares Global Clean Energy ETF position peaked at $550K in Q2 2023.
430 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on Pinnacle Associates's 13F filing for Q4 2024, filed 14 Feb 2025.