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

Simplicity Wealth’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
-11,216
Closed -$149K – 814
2024
Q2 		$149K Sell
11,216
-1,844
-14% -$25.8K ﹤0.01% 1140
2024
Q1 		$183K Buy
+13,060
New +$184K ﹤0.01% 1079

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
Goldman Sachs
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
MD
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

Simplicity Wealth's ICLN Position: Q3 2024 in Review

Simplicity Wealth sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2024, closing a stake of 11,216 shares — an estimated $149K sold.

Simplicity Wealth first reported a position in ICLN in Q1 2024 and held it in 2 quarters. The position peaked at $183K in Q1 2024. 485 funds tracked by Wall St. Rank hold ICLN as of Q3 2024.

  • Simplicity Wealth reported no remaining iShares Global Clean Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 11,216 iShares Global Clean Energy ETF shares in Q3 2024, an estimated $149K.
  • Simplicity Wealth first reported a position in iShares Global Clean Energy ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's iShares Global Clean Energy ETF position peaked at $183K in Q1 2024.
  • 485 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.