UBS Group’s iShares Climate Conscious & Transition MSCI USA ETF USCL Stock Holding History

UBS Group’s Portfolio USCL Stock Details USCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6	Closed	-$422	–	10748
2024 Q4	$422	Sell	6 -27	-82%	-$1.91K	﹤0.01%	9480
2024 Q3	$2.26K	Buy	+33	New	+$2.18K	﹤0.01%	8472

Other funds holding USCL

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's USCL Position: Q1 2025 in Review

UBS Group sold out of iShares Climate Conscious & Transition MSCI USA ETF (USCL) in Q1 2025, closing a stake of 6 shares — an estimated $422 sold.

UBS Group first reported a position in USCL in Q3 2024 and held it in 2 quarters. The position peaked at $2.26K in Q3 2024. 7 funds tracked by Wall St. Rank hold USCL as of Q1 2025.

UBS Group reported no remaining iShares Climate Conscious & Transition MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
UBS Group sold 6 iShares Climate Conscious & Transition MSCI USA ETF shares in Q1 2025, an estimated $422.
UBS Group first reported a position in iShares Climate Conscious & Transition MSCI USA ETF in Q3 2024 and held it in 2 quarters.
UBS Group's iShares Climate Conscious & Transition MSCI USA ETF position peaked at $2.26K in Q3 2024.
7 funds tracked by Wall St. Rank held iShares Climate Conscious & Transition MSCI USA ETF as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.