US Financial Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

US Financial 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
2025 Q1	$368K	Buy	32,255 +5,030	+18%	+$57.4K	0.11%	66
2024 Q4	$310K	Buy	27,225 +709	+3%	+$8.97K	0.1%	69
2024 Q3	$390K	Buy	26,516 +6,372	+32%	+$89.7K	0.12%	63
2024 Q2	$268K	Sell	20,144 -3,683	-15%	-$51.6K	0.09%	74
2024 Q1	$333K	Sell	23,827 -913	-4%	-$12.9K	0.12%	59
2023 Q4	$385K	Buy	24,740 +3,182	+15%	+$44.8K	0.14%	55
2023 Q3	$315K	Buy	21,558 +2,464	+13%	+$41.3K	0.13%	58
2023 Q2	$351K	Buy	19,094 +2,234	+13%	+$42K	0.15%	53
2023 Q1	$333K	Sell	16,860 -292	-2%	-$5.79K	0.15%	56
2022 Q4	$340K	Buy	+17,152	New	+$337K	0.17%	53

Other funds holding ICLN

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Financial Advisors's ICLN Position: Q1 2025 in Review

US Financial Advisors increased its iShares Global Clean Energy ETF (ICLN) stake by 18% in Q1 2025, buying an estimated $57.4K and bringing the position to 32,255 shares worth $368K. The position accounts for 0.11% of the portfolio, ranked #66.

US Financial Advisors first reported a position in ICLN in Q4 2022 and has held it in 10 quarters since. The position peaked at $390K in Q3 2024. 403 funds tracked by Wall St. Rank hold ICLN as of Q1 2025.

US Financial Advisors held 32,255 shares of iShares Global Clean Energy ETF worth $368K as of Q1 2025.
US Financial Advisors bought 5,030 iShares Global Clean Energy ETF shares in Q1 2025, an estimated $57.4K.
iShares Global Clean Energy ETF made up 0.11% of US Financial Advisors's portfolio in Q1 2025, its #66 holding.
US Financial Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2022 and has held it in 10 quarters since.
US Financial Advisors's iShares Global Clean Energy ETF position peaked at $390K in Q3 2024.
403 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.