RFP Financial Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

RFP Financial Group’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	-6,857	Closed	-$91.3K	–	428
2024 Q2	$91.3K	Hold	6,857	–	–	0.03%	171
2024 Q1	$95.9K	Hold	6,857	–	–	0.04%	149
2023 Q4	$107K	Hold	6,857	–	–	0.04%	134
2023 Q3	$100K	Hold	6,857	–	–	0.04%	135
2023 Q2	$126K	Hold	6,857	–	–	0.05%	128
2023 Q1	$136K	Hold	6,857	–	–	0.16%	49
2022 Q4	$136K	Buy	+6,857	New	+$135K	0.06%	113

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

RFP Financial Group's ICLN Position: Q3 2024 in Review

RFP Financial Group sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2024, closing a stake of 6,857 shares — an estimated $91.3K sold.

RFP Financial Group first reported a position in ICLN in Q4 2022 and held it in 7 quarters. The position peaked at $136K in Q4 2022. 486 funds tracked by Wall St. Rank hold ICLN as of Q3 2024.

RFP Financial Group reported no remaining iShares Global Clean Energy ETF position as of Q3 2024 after selling out during the quarter.
RFP Financial Group sold 6,857 iShares Global Clean Energy ETF shares in Q3 2024, an estimated $91.3K.
RFP Financial Group first reported a position in iShares Global Clean Energy ETF in Q4 2022 and held it in 7 quarters.
RFP Financial Group's iShares Global Clean Energy ETF position peaked at $136K in Q4 2022.
486 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.