Private Ocean’s iShares Global Clean Energy ETF ICLN Stock Holding History

Private Ocean’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
2023 Q3	–	Sell	-32	Closed	-$589	–	518
2023 Q2	$589	Buy	+32	New	+$602	﹤0.01%	542
2022 Q4	–	Sell	-610	Closed	-$11K	–	592
2022 Q3	$11K	Buy	+610	New	+$13K	﹤0.01%	357
2021 Q3	–	Sell	-6,821	Closed	-$160K	–	590
2021 Q2	$160K	Hold	6,821	–	–	0.02%	134
2021 Q1	$166K	Buy	+6,821	New	+$191K	0.03%	126

Other funds holding ICLN

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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