Trivant Custom Portfolio Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Trivant Custom Portfolio Group’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
2025 Q1	–	Sell	-4,600	Closed	-$52.3K	–	209
2024 Q4	$52.3K	Hold	4,600	–	–	0.03%	81
2024 Q3	$67.6K	Hold	4,600	–	–	0.04%	79
2024 Q2	$61.3K	Hold	4,600	–	–	0.04%	90
2024 Q1	$64.3K	Hold	4,600	–	–	0.04%	86
2023 Q4	$71.6K	Hold	4,600	–	–	0.05%	87
2023 Q3	$67.3K	Hold	4,600	–	–	0.05%	78
2023 Q2	$84.6K	Hold	4,600	–	–	0.06%	79
2023 Q1	$91K	Buy	+4,600	New	+$91.1K	0.07%	79

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

Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 1-Year Est. Return

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Trivant Custom Portfolio Group's ICLN Position: Q1 2025 in Review

Trivant Custom Portfolio Group sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2025, closing a stake of 4,600 shares — an estimated $52.3K sold.

Trivant Custom Portfolio Group first reported a position in ICLN in Q1 2023 and held it in 8 quarters. The position peaked at $91K in Q1 2023. 405 funds tracked by Wall St. Rank hold ICLN as of Q1 2025.

Trivant Custom Portfolio Group reported no remaining iShares Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
Trivant Custom Portfolio Group sold 4,600 iShares Global Clean Energy ETF shares in Q1 2025, an estimated $52.3K.
Trivant Custom Portfolio Group first reported a position in iShares Global Clean Energy ETF in Q1 2023 and held it in 8 quarters.
Trivant Custom Portfolio Group's iShares Global Clean Energy ETF position peaked at $91K in Q1 2023.
405 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2025, filed 21 Apr 2025.