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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 – 350
2024
Q3 		$57.9K Buy
+3,944
New +$55.5K 0.02% 287
2024
Q1 		– Sell
-3,633
Closed -$56.6K – 294
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return
BNP Paribas Financial Markets
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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Planned Solutions's ICLN Position: Q4 2024 in Review

Planned Solutions sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 3,944 shares — an estimated $57.9K sold.

Planned Solutions first reported a position in ICLN in Q3 2020 and held it in 4 quarters. The position peaked at $57.9K in Q3 2024. 430 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

  • Planned Solutions reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 3,944 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $57.9K.
  • Planned Solutions first reported a position in iShares Global Clean Energy ETF in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's iShares Global Clean Energy ETF position peaked at $57.9K in Q3 2024.
  • 430 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.