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U.S. Capital Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

U.S. Capital Wealth Advisors’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
Q2 		– Sell
-13,999
Closed -$196K – 697
2024
Q1 		$196K Sell
13,999
-3,633
-21% -$51.2K 0.01% 650
2023
Q4 		$275K Sell
17,632
-1,004
-5% -$14.1K 0.01% 572
2023
Q3 		$272K Sell
18,636
-3,113
-14% -$52.2K 0.01% 539
2023
Q2 		$400K Sell
21,749
-1,370
-6% -$25.8K 0.02% 478
2023
Q1 		$457K Sell
23,119
-644
-3% -$12.8K 0.02% 445
2022
Q4 		$472K Sell
23,763
-1,927
-8% -$37.9K 0.02% 464
2022
Q3 		$490K Sell
25,690
-22,971
-47% -$490K 0.02% 444
2022
Q2 		$927K Buy
48,661
+90
+0.2% +$1.75K 0.04% 358
2022
Q1 		$1.04M Sell
48,571
-16,493
-25% -$323K 0.04% 387
2021
Q4 		$1.38M Sell
65,064
-6,463
-9% -$149K 0.05% 333
2021
Q3 		$1.55M Buy
+71,527
New +$1.63M 0.07% 305

Other funds holding ICLN

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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
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return