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Sand Hill Global Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Sand Hill Global 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
Q2 		– Sell
-19,658
Closed -$275K – 193
2024
Q1 		$275K Sell
19,658
-145,023
-88% -$2.04M 0.01% 145
2023
Q4 		$2.56M Sell
164,681
-14,811
-8% -$208K 0.12% 83
2023
Q3 		$2.62M Buy
179,492
+7,592
+4% +$127K 0.14% 74
2023
Q2 		$3.16M Buy
171,900
+5,001
+3% +$94K 0.16% 70
2023
Q1 		$3.3M Buy
166,899
+8,127
+5% +$161K 0.18% 68
2022
Q4 		$3.15M Buy
158,772
+9,692
+7% +$191K 0.18% 74
2022
Q3 		$2.85M Sell
149,080
-23,743
-14% -$506K 0.18% 70
2022
Q2 		$3.29M Sell
172,823
-97,788
-36% -$1.91M 0.19% 71
2022
Q1 		$5.82M Buy
270,611
+42,492
+19% +$832K 0.32% 52
2021
Q4 		$4.83M Buy
228,119
+46,865
+26% +$1.08M 0.27% 58
2021
Q3 		$3.92M Buy
181,254
+14,795
+9% +$337K 0.24% 59
2021
Q2 		$3.9M Buy
166,459
+15,529
+10% +$354K 0.24% 57
2021
Q1 		$3.67M Buy
150,930
+21,374
+16% +$598K 0.24% 58
2020
Q4 		$3.66M Buy
129,556
+34,373
+36% +$773K 0.24% 55
2020
Q3 		$1.76M Buy
+95,183
New +$1.49M 0.13% 70

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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 $289B AUM 60.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sand Hill Global Advisors's ICLN Position: Q2 2024 in Review

Sand Hill Global Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2024, closing a stake of 19,658 shares — an estimated $275K sold.

Sand Hill Global Advisors first reported a position in ICLN in Q3 2020 and held it in 15 quarters. The position peaked at $5.82M in Q1 2022. 488 funds tracked by Wall St. Rank hold ICLN as of Q2 2024.

  • Sand Hill Global Advisors reported no remaining iShares Global Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Sand Hill Global Advisors sold 19,658 iShares Global Clean Energy ETF shares in Q2 2024, an estimated $275K.
  • Sand Hill Global Advisors first reported a position in iShares Global Clean Energy ETF in Q3 2020 and held it in 15 quarters.
  • Sand Hill Global Advisors's iShares Global Clean Energy ETF position peaked at $5.82M in Q1 2022.
  • 488 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2024.

Based on Sand Hill Global Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.