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 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

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

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Tyler-Stone Wealth Management's ICLN Position: Q1 2024 in Review

Tyler-Stone Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2024, closing a stake of 2,054 shares — an estimated $32K sold.

Tyler-Stone Wealth Management first reported a position in ICLN in Q4 2021 and held it in 8 quarters. The position peaked at $32K in Q4 2023. 508 funds tracked by Wall St. Rank hold ICLN as of Q1 2024.

Tyler-Stone Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q1 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 2,054 iShares Global Clean Energy ETF shares in Q1 2024, an estimated $32K.
Tyler-Stone Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2021 and held it in 8 quarters.
Tyler-Stone Wealth Management's iShares Global Clean Energy ETF position peaked at $32K in Q4 2023.
508 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.