Ridgecrest Wealth Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

Ridgecrest Wealth Partners’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	-11,033	Closed	-$162K	–	113
2024 Q3	$162K	Hold	11,033	–	–	0.08%	111
2024 Q2	$147K	Buy	11,033 +480	+5%	+$6.72K	0.09%	103
2024 Q1	$148K	Hold	10,553	–	–	0.09%	106
2023 Q4	$164K	Buy	+10,553	New	+$148K	0.11%	96
2023 Q3	–	Sell	-11,023	Closed	-$203K	–	100
2023 Q2	$203K	Sell	11,023 -151	-1%	-$2.84K	0.13%	97
2023 Q1	$221K	Hold	11,174	–	–	0.16%	89
2022 Q4	$222K	Buy	11,174 +850	+8%	+$16.7K	0.17%	84
2022 Q3	$197K	Hold	10,324	–	–	0.16%	90
2022 Q2	$197K	Buy	+10,324	New	+$201K	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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

Ridgecrest Wealth Partners's ICLN Position: Q4 2024 in Review

Ridgecrest Wealth Partners sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 11,033 shares — an estimated $162K sold.

Ridgecrest Wealth Partners first reported a position in ICLN in Q2 2022 and held it in 9 quarters. The position peaked at $222K in Q4 2022. 431 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

Ridgecrest Wealth Partners reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
Ridgecrest Wealth Partners sold 11,033 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $162K.
Ridgecrest Wealth Partners first reported a position in iShares Global Clean Energy ETF in Q2 2022 and held it in 9 quarters.
Ridgecrest Wealth Partners's iShares Global Clean Energy ETF position peaked at $222K in Q4 2022.
431 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on Ridgecrest Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.