Shira Ridge Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Shira Ridge Wealth Management’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	-13,454	Closed	-$198K	–	80
2024 Q3	$198K	Sell	13,454 -1,985	-13%	-$28K	0.1%	81
2024 Q2	$206K	Sell	15,439 -968	-6%	-$13.6K	0.11%	74
2024 Q1	$229K	Sell	16,407 -5,072	-24%	-$71.5K	0.13%	69
2023 Q4	$334K	Buy	21,479 +2,004	+10%	+$28.2K	0.2%	59
2023 Q3	$285K	Hold	19,475	–	–	0.19%	57
2023 Q2	$358K	Sell	19,475 -255	-1%	-$4.79K	0.22%	54
2023 Q1	$390K	Sell	19,730 -2,346	-11%	-$46.5K	0.26%	53
2022 Q4	$438K	Buy	+22,076	New	+$434K	0.3%	47

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

Shira Ridge Wealth Management's ICLN Position: Q4 2024 in Review

Shira Ridge Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 13,454 shares — an estimated $198K sold.

Shira Ridge Wealth Management first reported a position in ICLN in Q4 2022 and held it in 8 quarters. The position peaked at $438K in Q4 2022. 431 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

Shira Ridge Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
Shira Ridge Wealth Management sold 13,454 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $198K.
Shira Ridge Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2022 and held it in 8 quarters.
Shira Ridge Wealth Management's iShares Global Clean Energy ETF position peaked at $438K in Q4 2022.
431 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on Shira Ridge Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.