Purus Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Purus Wealth Management’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 Q1	–	Sell	-17,134	Closed	-$267K	–	119
2023 Q4	$267K	Sell	17,134 -378	-2%	-$5.32K	0.15%	102
2023 Q3	$256K	Sell	17,512 -309	-2%	-$5.18K	0.17%	95
2023 Q2	$328K	Sell	17,821 -3,579	-17%	-$67.3K	0.21%	81
2023 Q1	$423K	Sell	21,400 -499	-2%	-$9.88K	0.33%	67
2022 Q4	$435K	Sell	21,899 -1,302	-6%	-$25.6K	0.39%	61
2022 Q3	$443K	Sell	23,201 -146	-0.6%	-$3.11K	0.41%	61
2022 Q2	$445K	Sell	23,347 -71	-0.3%	-$1.38K	0.4%	62
2022 Q1	$504K	Sell	23,418 -1,579	-6%	-$30.9K	0.35%	67
2021 Q4	$529K	Buy	24,997 +15,766	+171%	+$363K	0.33%	68
2021 Q3	$200K	Buy	+9,231	New	+$210K	0.14%	99

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PCP

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

TWP

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

S2L

Sparta 24 Ltd Tirat Hacarmel, Israel $109M AUM 16.57% 1-Year Est. Return

Purus Wealth Management's ICLN Position: Q1 2024 in Review

Purus Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2024, closing a stake of 17,134 shares — an estimated $267K sold.

Purus Wealth Management first reported a position in ICLN in Q3 2021 and held it in 10 quarters. The position peaked at $529K in Q4 2021. 507 funds tracked by Wall St. Rank hold ICLN as of Q1 2024.

Purus Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q1 2024 after selling out during the quarter.
Purus Wealth Management sold 17,134 iShares Global Clean Energy ETF shares in Q1 2024, an estimated $267K.
Purus Wealth Management first reported a position in iShares Global Clean Energy ETF in Q3 2021 and held it in 10 quarters.
Purus Wealth Management's iShares Global Clean Energy ETF position peaked at $529K in Q4 2021.
507 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2024.

Based on Purus Wealth Management's 13F filing for Q1 2024, filed 12 Apr 2024.