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Tyler-Stone Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Tyler-Stone 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
-2,054
Closed -$32K – 981
2023
Q4 		$32K Buy
2,054
+669
+48% +$9.41K 0.02% 429
2023
Q3 		$20K Hold
1,385
– – 0.01% 479
2023
Q2 		$25K Buy
+1,385
New +$26K 0.01% 448
2022
Q4 		$27K Buy
1,381
+1
+0.1% +$20 0.02% 405
2022
Q3 		$26K Hold
1,380
– – 0.02% 393
2022
Q2 		$26K Buy
1,380
+854
+162% +$16.6K 0.02% 409
2022
Q1 		$11K Hold
526
– – 0.01% 558
2021
Q4 		$11K Buy
+526
New +$12.1K 0.01% 595

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 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 $71.6B AUM 21.08% 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 $87.5M AUM 10.49% 1-Year Est. Return