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Running Point Capital Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Running Point Capital 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
Q1 		– Sell
-25
Closed -$389 – 152
2023
Q4 		$389 Sell
25
-400
-94% -$5.63K ﹤0.01% 157
2023
Q3 		$6.21K Hold
425
– – ﹤0.01% 135
2023
Q2 		$7.82K Hold
425
– – ﹤0.01% 137
2023
Q1 		$8.41K Hold
425
– – 0.01% 132
2022
Q4 		$8.44K Hold
425
– – 0.01% 193
2022
Q3 		$8K Hold
425
– – 0.01% 201
2022
Q2 		$8K Hold
425
– – 0.01% 206
2022
Q1 		$9K Sell
425
-45
-10% -$881 0.01% 202
2021
Q4 		$10K Sell
470
-2,930
-86% -$67.4K 0.01% 107
2021
Q3 		$74K Hold
3,400
– – 0.03% 123
2021
Q2 		$80K Buy
3,400
+400
+13% +$9.13K 0.04% 109
2021
Q1 		$73K Buy
+3,000
New +$83.9K 0.04% 97

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 $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
S2L
Sparta 24 Ltd Tirat Hacarmel, Israel $87.5M AUM 10.49% 1-Year Est. Return