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

Tradition Wealth Management’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
Q1 		– Sell
-6,787
Closed -$106K – 761
2023
Q4 		$106K Sell
6,787
-9,247
-58% -$130K 0.01% 455
2023
Q3 		$234K Buy
16,034
+3,751
+31% +$62.9K 0.03% 284
2023
Q2 		$226K Buy
12,283
+3
+0% +$56 0.03% 289
2023
Q1 		$243K Buy
12,280
+250
+2% +$4.95K 0.03% 275
2022
Q4 		$239K Buy
12,030
+1,097
+10% +$21.6K 0.03% 246
2022
Q3 		$209K Buy
10,933
+3,404
+45% +$72.6K 0.03% 249
2022
Q2 		$143K Buy
7,529
+82
+1% +$1.6K 0.02% 304
2022
Q1 		$160K Buy
7,447
+1,200
+19% +$23.5K 0.02% 322
2021
Q4 		$132K Buy
6,247
+1,741
+39% +$40K 0.02% 352
2021
Q3 		$98K Buy
4,506
+2,876
+176% +$65.6K 0.01% 375
2021
Q2 		$38K Sell
1,630
-123
-7% -$2.81K 0.01% 605
2021
Q1 		$43K Buy
1,753
+234
+15% +$6.55K 0.01% 465
2020
Q4 		$43K Buy
+1,519
New +$34.1K 0.01% 438

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PCP
Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
S2L
Sparta 24 Ltd Tirat Hacarmel, Israel $109M AUM 16.57% 1-Year Est. Return

Tradition Wealth Management's ICLN Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2024, closing a stake of 6,787 shares — an estimated $106K sold.

Tradition Wealth Management first reported a position in ICLN in Q4 2020 and held it in 13 quarters. The position peaked at $243K in Q1 2023. 507 funds tracked by Wall St. Rank hold ICLN as of Q1 2024.

  • Tradition Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 6,787 iShares Global Clean Energy ETF shares in Q1 2024, an estimated $106K.
  • Tradition Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's iShares Global Clean Energy ETF position peaked at $243K in Q1 2023.
  • 507 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.