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Valley Wealth Managers’s iShares Global Clean Energy ETF ICLN Stock Holding History

Valley Wealth Managers’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
Q2 		– Sell
-1,959
Closed -$22.4K – 337
2025
Q1 		$22.4K Hold
1,959
– – ﹤0.01% 242
2024
Q4 		$22.3K Buy
+1,959
New +$24.8K ﹤0.01% 256
2024
Q1 		– Sell
-325
Closed -$5.06K – 338
2023
Q4 		$5.06K Hold
325
– – ﹤0.01% 283
2023
Q3 		$4.75K Hold
325
– – ﹤0.01% 311
2023
Q2 		$5.98K Hold
325
– – ﹤0.01% 284
2023
Q1 		$6.43K Hold
325
– – ﹤0.01% 300
2022
Q4 		$6.45K Hold
325
– – ﹤0.01% 315
2022
Q3 		$6K Sell
325
-75
-19% -$1.6K ﹤0.01% 343
2022
Q2 		$8K Buy
+400
New +$7.8K ﹤0.01% 337

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 17.34% 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 $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return