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Raymond James Financial Services Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$19.5M Buy
1,324,545
+111,372
+9% +$1.57M 0.03% 565
2024
Q2 		$16.2M Buy
1,213,173
+899,946
+287% +$12.6M 0.02% 596
2024
Q1 		$4.38M Sell
313,227
-31,159
-9% -$439K 0.01% 1210
2023
Q4 		$5.36M Sell
344,386
-74,844
-18% -$1.05M 0.01% 1048
2023
Q3 		$6.13M Sell
419,230
-80,100
-16% -$1.34M 0.01% 915
2023
Q2 		$9.19M Buy
499,330
+218,659
+78% +$4.11M 0.02% 740
2023
Q1 		$5.55M Buy
280,671
+24,850
+10% +$492K 0.01% 946
2022
Q4 		$5.08M Sell
255,821
-980,528
-79% -$19.3M 0.01% 946
2022
Q3 		$23.6M Buy
1,236,349
+853,587
+223% +$18.2M 0.05% 353
2022
Q2 		$7.29M Buy
382,762
+20,300
+6% +$396K 0.02% 751
2022
Q1 		$7.8M Sell
362,462
-256,413
-41% -$5.02M 0.01% 792
2021
Q4 		$13.1M Sell
618,875
-52,849
-8% -$1.22M 0.02% 575
2021
Q3 		$14.5M Sell
671,724
-61,836
-8% -$1.41M 0.03% 535
2021
Q2 		$17.2M Sell
733,560
-32,440
-4% -$740K 0.04% 484
2021
Q1 		$18.6M Buy
766,000
+397,166
+108% +$11.1M 0.04% 422
2020
Q4 		$10.4M Buy
368,834
+107,715
+41% +$2.42M 0.03% 544
2020
Q3 		$4.83M Buy
261,119
+129,096
+98% +$2.02M 0.01% 776
2020
Q2 		$1.65M Buy
132,023
+65,222
+98% +$734K 0.01% 1194
2020
Q1 		$638K Buy
66,801
+10,813
+19% +$128K ﹤0.01% 1420
2019
Q4 		$658K Buy
55,988
+12,137
+28% +$134K ﹤0.01% 1797
2019
Q3 		$478K Buy
43,851
+13,274
+43% +$145K ﹤0.01% 1928
2019
Q2 		$325K Buy
30,577
+2,475
+9% +$25.1K ﹤0.01% 2219
2019
Q1 		$274K Sell
28,102
-713
-2% -$6.7K ﹤0.01% 2299
2018
Q4 		$238K Buy
28,815
+7,210
+33% +$61.3K ﹤0.01% 2145
2018
Q3 		$186K Sell
21,605
-6,467
-23% -$56.7K ﹤0.01% 2549
2018
Q2 		$245K Buy
28,072
+7,741
+38% +$74K ﹤0.01% 2371
2018
Q1 		$194K Buy
20,331
+5,204
+34% +$49.2K ﹤0.01% 2269
2017
Q4 		$141K Buy
15,127
+1,352
+10% +$12.3K ﹤0.01% 2341
2017
Q3 		$124K Buy
13,775
+3,252
+31% +$29.2K ﹤0.01% 2364
2017
Q2 		$90K Buy
+10,523
New +$90.3K ﹤0.01% 2356

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
MD
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial Services Advisors's ICLN Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares Global Clean Energy ETF (ICLN) stake by 9.2% in Q3 2024, buying an estimated $1.57M and bringing the position to 1,324,545 shares worth $19.5M. The position accounts for 0.03% of the portfolio, ranked #565.

Raymond James Financial Services Advisors first reported a position in ICLN in Q2 2017 and has held it in 30 quarters since. The position peaked at $23.6M in Q3 2022. 484 funds tracked by Wall St. Rank hold ICLN as of Q3 2024.

  • Raymond James Financial Services Advisors held 1,324,545 shares of iShares Global Clean Energy ETF worth $19.5M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 111,372 iShares Global Clean Energy ETF shares in Q3 2024, an estimated $1.57M.
  • iShares Global Clean Energy ETF made up 0.03% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #565 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares Global Clean Energy ETF in Q2 2017 and has held it in 30 quarters since.
  • Raymond James Financial Services Advisors's iShares Global Clean Energy ETF position peaked at $23.6M in Q3 2022.
  • 484 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.