Rappaport Reiches Capital Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Rappaport Reiches Capital 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 Q4	–	Sell	-15,664	Closed	-$230K	–	112
2024 Q3	$230K	Hold	15,664	–	–	0.06%	99
2024 Q2	$209K	Buy	15,664 +1,856	+13%	+$26K	0.06%	93
2024 Q1	$193K	Hold	13,808	–	–	0.06%	101
2023 Q4	$215K	Buy	13,808 +8	+0.1%	+$113	0.08%	78
2023 Q3	$202K	Buy	13,800 +42	+0.3%	+$705	0.09%	71
2023 Q2	$253K	Buy	13,758 +43	+0.3%	+$809	0.11%	66
2023 Q1	$271K	Buy	+13,715	New	+$272K	0.12%	66

Other funds holding ICLN

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

PCP

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

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

Rappaport Reiches Capital Management's ICLN Position: Q4 2024 in Review

Rappaport Reiches Capital Management sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 15,664 shares — an estimated $230K sold.

Rappaport Reiches Capital Management first reported a position in ICLN in Q1 2023 and held it in 7 quarters. The position peaked at $271K in Q1 2023. 429 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

Rappaport Reiches Capital Management reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
Rappaport Reiches Capital Management sold 15,664 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $230K.
Rappaport Reiches Capital Management first reported a position in iShares Global Clean Energy ETF in Q1 2023 and held it in 7 quarters.
Rappaport Reiches Capital Management's iShares Global Clean Energy ETF position peaked at $271K in Q1 2023.
429 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on Rappaport Reiches Capital Management's 13F filing for Q4 2024, filed 21 Jan 2025.