Stelac Advisory Services’s iShares Global Clean Energy ETF ICLN Stock Holding History

Stelac Advisory Services’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	-26,379	Closed	-$369K	–	110
2024 Q1	$369K	Sell	26,379 -344,381	-93%	-$4.85M	0.17%	58
2023 Q4	$5.77M	Hold	370,760	–	–	3.11%	10
2023 Q3	$5.38M	Buy	370,760 +85,991	+30%	+$1.44M	2.93%	9
2023 Q2	$5.25M	Buy	284,769 +4,509	+2%	+$84.8K	2.34%	10
2023 Q1	$5.54M	Hold	280,260	–	–	2.41%	10
2022 Q4	$5.56M	Hold	280,260	–	–	2.52%	10
2022 Q3	$5.35M	Hold	280,260	–	–	2.44%	9
2022 Q2	$5.34M	Buy	280,260 +150,749	+116%	+$2.94M	2.15%	11
2022 Q1	$2.79M	Sell	129,511 -225,571	-64%	-$4.41M	1%	26
2021 Q4	$7.52M	Sell	355,082 -18,827	-5%	-$433K	2.04%	15
2021 Q3	$8.1M	Buy	373,909 +8,474	+2%	+$193K	2.17%	13
2021 Q2	$8.57M	Buy	365,435 +283,471	+346%	+$6.47M	1.96%	14
2021 Q1	$1.99M	Buy	81,964 +17,215	+27%	+$482K	0.73%	29
2020 Q4	$1.83M	Buy	+64,749	New	+$1.46M	0.47%	43

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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 Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stelac Advisory Services's ICLN Position: Q2 2024 in Review

Stelac Advisory Services sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2024, closing a stake of 26,379 shares — an estimated $369K sold.

Stelac Advisory Services first reported a position in ICLN in Q4 2020 and held it in 14 quarters. The position peaked at $8.57M in Q2 2021. 486 funds tracked by Wall St. Rank hold ICLN as of Q2 2024.

Stelac Advisory Services reported no remaining iShares Global Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
Stelac Advisory Services sold 26,379 iShares Global Clean Energy ETF shares in Q2 2024, an estimated $369K.
Stelac Advisory Services first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 14 quarters.
Stelac Advisory Services's iShares Global Clean Energy ETF position peaked at $8.57M in Q2 2021.
486 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2024.

Based on Stelac Advisory Services's 13F filing for Q2 2024, filed 29 Jul 2024.