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Sterling Investment Advisors (Pennsylvania)’s iShares Global Clean Energy ETF ICLN Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-18,202
Closed -$267K – 165
2024
Q3 		$267K Sell
18,202
-1,725
-9% -$24.3K 0.07% 130
2024
Q2 		$265K Hold
19,927
– – 0.07% 125
2024
Q1 		$279K Buy
19,927
+1,825
+10% +$25.7K 0.08% 126
2023
Q4 		$282K Buy
18,102
+4,100
+29% +$57.7K 0.09% 117
2023
Q3 		$205K Sell
14,002
-70,250
-83% -$1.18M 0.07% 127
2023
Q2 		$1.55M Buy
84,252
+772
+0.9% +$14.5K 0.51% 59
2023
Q1 		$1.65M Buy
83,480
+9,125
+12% +$181K 0.56% 56
2022
Q4 		$1.48M Buy
74,355
+32,606
+78% +$641K 0.53% 58
2022
Q3 		$797K Buy
41,749
+12,050
+41% +$257K 0.3% 84
2022
Q2 		$566K Sell
29,699
-993
-3% -$19.4K 0.19% 96
2022
Q1 		$660K Sell
30,692
-1,423
-4% -$27.8K 0.19% 100
2021
Q4 		$680K Buy
32,115
+315
+1% +$7.25K 0.19% 103
2021
Q3 		$688K Buy
31,800
+3,400
+12% +$77.5K 0.2% 100
2021
Q2 		$666K Buy
28,400
+26,400
+1,320% +$603K 0.19% 105
2021
Q1 		$49K Hold
2,000
– – 0.02% 239
2020
Q4 		$56K Hold
2,000
– – 0.02% 218
2020
Q3 		$37K Hold
2,000
– – 0.01% 240
2020
Q2 		$25K Hold
2,000
– – 0.01% 271
2020
Q1 		$19K Buy
+2,000
New +$23.7K 0.01% 266

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PCP
Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s ICLN Position: Q4 2024 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 18,202 shares — an estimated $267K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in ICLN in Q1 2020 and held it in 19 quarters. The position peaked at $1.65M in Q1 2023. 429 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 18,202 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $267K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in iShares Global Clean Energy ETF in Q1 2020 and held it in 19 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s iShares Global Clean Energy ETF position peaked at $1.65M in Q1 2023.
  • 429 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2024, filed 4 Feb 2025.