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

Plante Moran 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	-458	Closed	-$5.21K	–	870
2024 Q4	$5.21K	Sell	458 -554	-55%	-$7.01K	﹤0.01%	685
2024 Q3	$14.9K	Hold	1,012	–	–	﹤0.01%	567
2024 Q2	$13.5K	Hold	1,012	–	–	﹤0.01%	533
2024 Q1	$14.1K	Hold	1,012	–	–	﹤0.01%	555
2023 Q4	$15.8K	Hold	1,012	–	–	﹤0.01%	489
2023 Q3	$14.8K	Hold	1,012	–	–	﹤0.01%	478
2023 Q2	$18.6K	Hold	1,012	–	–	﹤0.01%	460
2023 Q1	$20K	Hold	1,012	–	–	﹤0.01%	444
2022 Q4	$20.1K	Sell	1,012 -119	-11%	-$2.34K	﹤0.01%	459
2022 Q3	$22K	Buy	1,131 +577	+104%	+$12.3K	﹤0.01%	442
2022 Q2	$11K	Hold	554	–	–	﹤0.01%	588
2022 Q1	$12K	Hold	554	–	–	﹤0.01%	578
2021 Q4	$12K	Hold	554	–	–	﹤0.01%	661
2021 Q3	$12K	Hold	554	–	–	﹤0.01%	661
2021 Q2	$13K	Hold	554	–	–	﹤0.01%	643
2021 Q1	$13K	Hold	554	–	–	﹤0.01%	610
2020 Q4	$16K	Buy	554 +251	+83%	+$5.64K	﹤0.01%	565
2020 Q3	$6K	Buy	+303	New	+$4.74K	﹤0.01%	664

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

Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 1-Year Est. Return

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

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Plante Moran Financial Advisors's ICLN Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2025, closing a stake of 458 shares — an estimated $5.21K sold.

Plante Moran Financial Advisors first reported a position in ICLN in Q3 2020 and held it in 18 quarters. The position peaked at $22K in Q3 2022. 406 funds tracked by Wall St. Rank hold ICLN as of Q1 2025.

Plante Moran Financial Advisors reported no remaining iShares Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 458 iShares Global Clean Energy ETF shares in Q1 2025, an estimated $5.21K.
Plante Moran Financial Advisors first reported a position in iShares Global Clean Energy ETF in Q3 2020 and held it in 18 quarters.
Plante Moran Financial Advisors's iShares Global Clean Energy ETF position peaked at $22K in Q3 2022.
406 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.