Tompkins Financial’s iShares Global Clean Energy ETF ICLN Stock Holding History

Tompkins Financial’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	-5,100	Closed	-$67.9K	–	601
2024 Q2	$67.9K	Hold	5,100	–	–	0.01%	316
2024 Q1	$71.3K	Hold	5,100	–	–	0.01%	319
2023 Q4	$79.4K	Hold	5,100	–	–	0.01%	294
2023 Q3	$74.6K	Hold	5,100	–	–	0.01%	288
2023 Q2	$93.8K	Hold	5,100	–	–	0.01%	267
2023 Q1	$101K	Hold	5,100	–	–	0.02%	261
2022 Q4	$101K	Hold	5,100	–	–	0.02%	259
2022 Q3	$97K	Buy	+5,100	New	+$109K	0.02%	259

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Tompkins Financial's ICLN Position: Q3 2024 in Review

Tompkins Financial sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2024, closing a stake of 5,100 shares — an estimated $67.9K sold.

Tompkins Financial first reported a position in ICLN in Q3 2022 and held it in 8 quarters. The position peaked at $101K in Q4 2022. 486 funds tracked by Wall St. Rank hold ICLN as of Q3 2024.

Tompkins Financial reported no remaining iShares Global Clean Energy ETF position as of Q3 2024 after selling out during the quarter.
Tompkins Financial sold 5,100 iShares Global Clean Energy ETF shares in Q3 2024, an estimated $67.9K.
Tompkins Financial first reported a position in iShares Global Clean Energy ETF in Q3 2022 and held it in 8 quarters.
Tompkins Financial's iShares Global Clean Energy ETF position peaked at $101K in Q4 2022.
486 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2024.

Based on Tompkins Financial's 13F filing for Q3 2024, filed 1 Nov 2024.