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Planned Solutions’s iShares Global Clean Energy ETF ICLN Stock Holding History

Planned Solutions’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
-3,944
Closed -$57.9K – 351
2024
Q3 		$57.9K Buy
+3,944
New +$55.5K 0.02% 287
2024
Q1 		– Sell
-3,633
Closed -$56.6K – 297
2023
Q4 		$56.6K Buy
+3,633
New +$51.1K 0.03% 269
2021
Q1 		– Sell
-2,036
Closed -$57K – 221
2020
Q4 		$57K Buy
2,036
+100
+5% +$2.25K 0.05% 175
2020
Q3 		$36K Buy
+1,936
New +$30.3K 0.04% 181

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