Vontobel Holding

Vontobel Holding’s iShares Global Clean Energy ETF ICLN Stock Holding History

Vontobel Holding’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	-12,150	Closed	-$139K	–	1284
2025 Q1	$139K	Sell	12,150 -696	-5%	-$7.94K	﹤0.01%	1035
2024 Q4	$146K	Sell	12,846 -367	-3%	-$4.64K	﹤0.01%	1028
2024 Q3	$194K	Sell	13,213 -531	-4%	-$7.48K	﹤0.01%	1010
2024 Q2	$183K	Hold	13,744	–	–	﹤0.01%	1000
2024 Q1	$192K	Sell	13,744 -28,370	-67%	-$400K	﹤0.01%	1000
2023 Q4	$656K	Buy	42,114 +24,076	+133%	+$339K	0.01%	714
2023 Q3	$264K	Sell	18,038 -4,362	-19%	-$73.2K	﹤0.01%	930
2023 Q2	$412K	Hold	22,400	–	–	﹤0.01%	838
2023 Q1	$443K	Hold	22,400	–	–	﹤0.01%	803
2022 Q4	$445K	Hold	22,400	–	–	﹤0.01%	783
2022 Q3	$428K	Sell	22,400 -8,680	-28%	-$185K	0.01%	757
2022 Q2	$592K	Sell	31,080 -6,837	-18%	-$133K	0.01%	668
2022 Q1	$816K	Sell	37,917 -24,507	-39%	-$480K	0.01%	672
2021 Q4	$1.32M	Buy	62,424 +6,611	+12%	+$152K	0.01%	555
2021 Q3	$1.21M	Buy	55,813 +15,016	+37%	+$342K	0.01%	569
2021 Q2	$957K	Buy	40,797 +21,695	+114%	+$495K	0.01%	600
2021 Q1	$464K	Buy	+19,102	New	+$534K	﹤0.01%	693

Other funds holding ICLN

Bank of America

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

Criteria Caixa Barcelona, Spain $23.6M AUM 17.34% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return