PrairieView Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

PrairieView Partners’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 Q3	–	Sell	-28	Closed	–	–	390
2024 Q2	$0	Hold	28	–	–	﹤0.01%	388
2024 Q1	$1K	Hold	28	–	–	﹤0.01%	368
2023 Q4	$0	Buy	28 +1	+4%	+$14	﹤0.01%	392
2023 Q3	$0	Hold	27	–	–	﹤0.01%	424
2023 Q2	$0	Hold	27	–	–	﹤0.01%	457
2023 Q1	$0	Hold	27	–	–	﹤0.01%	452
2022 Q4	$0	Hold	27	–	–	﹤0.01%	477
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	414
2022 Q2	$1K	Hold	27	–	–	﹤0.01%	435
2022 Q1	$1K	Hold	27	–	–	﹤0.01%	426
2021 Q4	$1K	Hold	27	–	–	﹤0.01%	404
2021 Q3	$1K	Hold	27	–	–	﹤0.01%	355
2021 Q2	$1K	Hold	27	–	–	﹤0.01%	339
2021 Q1	$1K	Hold	27	–	–	﹤0.01%	345
2020 Q4	$1K	Hold	27	–	–	﹤0.01%	301
2020 Q3	$1K	Hold	27	–	–	﹤0.01%	290
2020 Q2	$0	Hold	27	–	–	﹤0.01%	301
2020 Q1	$0	Buy	+27	New	+$320	﹤0.01%	297

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

PCP

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

PrairieView Partners's ICLN Position: Q3 2024 in Review

PrairieView Partners sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2024, closing a stake of 28 shares.

PrairieView Partners first reported a position in ICLN in Q1 2020 and held it in 18 quarters. The position peaked at $1K in Q1 2024. 486 funds tracked by Wall St. Rank hold ICLN as of Q3 2024.

PrairieView Partners reported no remaining iShares Global Clean Energy ETF position as of Q3 2024 after selling out during the quarter.
PrairieView Partners sold 28 iShares Global Clean Energy ETF shares in Q3 2024.
PrairieView Partners first reported a position in iShares Global Clean Energy ETF in Q1 2020 and held it in 18 quarters.
PrairieView Partners's iShares Global Clean Energy ETF position peaked at $1K in Q1 2024.
486 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2024.

Based on PrairieView Partners's 13F filing for Q3 2024, filed 18 Oct 2024.