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

Wealth Alliance’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
Q4 		– Sell
-11,728
Closed -$172K – 519
2024
Q3 		$172K Sell
11,728
-33,224
-74% -$468K 0.02% 505
2024
Q2 		$599K Sell
44,952
-240
-0.5% -$3.36K 0.08% 230
2024
Q1 		$632K Buy
45,192
+4,381
+11% +$61.7K 0.08% 228
2023
Q4 		$635K Buy
40,811
+88
+0.2% +$1.24K 0.09% 221
2023
Q3 		$595K Sell
40,723
-2,133
-5% -$35.8K 0.09% 209
2023
Q2 		$789K Sell
42,856
-55,819
-57% -$1.05M 0.12% 178
2023
Q1 		$1.95M Sell
98,675
-2,147
-2% -$42.5K 0.32% 58
2022
Q4 		$2M Sell
100,822
-31,288
-24% -$615K 0.36% 55
2022
Q3 		$2.52M Sell
132,110
-14,224
-10% -$303K 0.5% 29
2022
Q2 		$2.79M Sell
146,334
-12,041
-8% -$235K 0.53% 31
2022
Q1 		$3.41M Buy
158,375
+28,712
+22% +$562K 0.7% 22
2021
Q4 		$2.75M Sell
129,663
-39,224
-23% -$902K 0.55% 30
2021
Q3 		$3.66M Buy
168,887
+110,171
+188% +$2.51M 0.82% 22
2021
Q2 		$1.38M Buy
58,716
+9,118
+18% +$208K 0.32% 66
2021
Q1 		$1.21M Buy
49,598
+7,775
+19% +$218K 0.34% 68
2020
Q4 		$1.18M Buy
41,823
+29,970
+253% +$674K 0.35% 66
2020
Q3 		$219K Buy
+11,853
New +$185K 0.08% 295

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PCP
Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Wealth Alliance's ICLN Position: Q4 2024 in Review

Wealth Alliance sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 11,728 shares — an estimated $172K sold.

Wealth Alliance first reported a position in ICLN in Q3 2020 and held it in 17 quarters. The position peaked at $3.66M in Q3 2021. 429 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

  • Wealth Alliance reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Wealth Alliance sold 11,728 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $172K.
  • Wealth Alliance first reported a position in iShares Global Clean Energy ETF in Q3 2020 and held it in 17 quarters.
  • Wealth Alliance's iShares Global Clean Energy ETF position peaked at $3.66M in Q3 2021.
  • 429 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on Wealth Alliance's 13F filing for Q4 2024, filed 3 Feb 2025.