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

Toth Financial Advisory’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	-65	Closed	-$955	–	724
2024 Q3	$955	Hold	65	–	–	﹤0.01%	672
2024 Q2	$866	Hold	65	–	–	﹤0.01%	707
2024 Q1	$909	Hold	65	–	–	﹤0.01%	685
2023 Q4	$1.01K	Hold	65	–	–	﹤0.01%	688
2023 Q3	$951	Hold	65	–	–	﹤0.01%	717
2023 Q2	$1.2K	Hold	65	–	–	﹤0.01%	717
2023 Q1	$1.29K	Hold	65	–	–	﹤0.01%	726
2022 Q4	$1.29K	Hold	65	–	–	﹤0.01%	645
2022 Q3	$1K	Hold	65	–	–	﹤0.01%	695
2022 Q2	$1K	Hold	65	–	–	﹤0.01%	650
2022 Q1	$1K	Hold	65	–	–	﹤0.01%	669
2021 Q4	$1K	Hold	65	–	–	﹤0.01%	695
2021 Q3	$1K	Sell	65 -575	-90%	-$13.1K	﹤0.01%	708
2021 Q2	$15K	Hold	640	–	–	﹤0.01%	412
2021 Q1	$16K	Buy	+640	New	+$17.9K	﹤0.01%	415

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

Toth Financial Advisory's ICLN Position: Q4 2024 in Review

Toth Financial Advisory sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 65 shares — an estimated $955 sold.

Toth Financial Advisory first reported a position in ICLN in Q1 2021 and held it in 15 quarters. The position peaked at $16K in Q1 2021. 431 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

Toth Financial Advisory reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
Toth Financial Advisory sold 65 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $955.
Toth Financial Advisory first reported a position in iShares Global Clean Energy ETF in Q1 2021 and held it in 15 quarters.
Toth Financial Advisory's iShares Global Clean Energy ETF position peaked at $16K in Q1 2021.
431 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on Toth Financial Advisory's 13F filing for Q4 2024, filed 21 Jan 2025.