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Wealthcare Advisory Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

Wealthcare Advisory Partners’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 		– Sell
-61,991
Closed -$705K – 923
2024
Q4 		$705K Buy
61,991
+25,576
+70% +$323K 0.02% 496
2024
Q3 		$535K Sell
36,415
-90,784
-71% -$1.28M 0.02% 551
2024
Q2 		$1.69M Buy
127,199
+101,889
+403% +$1.43M 0.05% 265
2024
Q1 		$354K Sell
25,310
-6,866
-21% -$96.7K 0.01% 624
2023
Q4 		$501K Buy
32,176
+1,732
+6% +$24.4K 0.02% 489
2023
Q3 		$445K Buy
30,444
+216
+0.7% +$3.63K 0.02% 460
2023
Q2 		$556K Sell
30,228
-31,209
-51% -$587K 0.02% 420
2023
Q1 		$1.22M Buy
61,437
+14,526
+31% +$288K 0.05% 261
2022
Q4 		$931K Buy
46,911
+1,134
+2% +$22.3K 0.04% 289
2022
Q3 		$874K Sell
45,777
-4,104
-8% -$87.5K 0.05% 257
2022
Q2 		$950K Sell
49,881
-4,489
-8% -$87.5K 0.06% 215
2022
Q1 		$1.17M Sell
54,370
-1,250
-2% -$24.5K 0.07% 166
2021
Q4 		$1.18M Sell
55,620
-5,874
-10% -$135K 0.07% 176
2021
Q3 		$1.33M Buy
61,494
+2,316
+4% +$52.8K 0.09% 147
2021
Q2 		$1.39M Sell
59,178
-393
-0.7% -$8.97K 0.09% 148
2021
Q1 		$1.45M Sell
59,571
-231,322
-80% -$6.47M 0.1% 124
2020
Q4 		$8.21M Buy
290,893
+35,579
+14% +$800K 0.73% 27
2020
Q3 		$4.72M Buy
+255,314
New +$3.99M 0.52% 30
2020
Q1 		– Sell
-3,910
Closed -$46K – 1533
2019
Q4 		$46K Buy
3,910
+510
+15% +$5.61K 0.01% 569
2019
Q3 		$37K Buy
+3,400
New +$37K 0.01% 601
2019
Q1 		– Sell
-560
Closed -$5K – 1241
2018
Q4 		$5K Hold
560
– – ﹤0.01% 932
2018
Q3 		$5K Hold
560
– – ﹤0.01% 992
2018
Q2 		$5K Hold
560
– – ﹤0.01% 982
2018
Q1 		$5K Hold
560
– – ﹤0.01% 830
2017
Q4 		$5K Buy
+560
New +$5.09K ﹤0.01% 782

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthcare Advisory Partners's ICLN Position: Q1 2025 in Review

Wealthcare Advisory Partners sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2025, closing a stake of 61,991 shares — an estimated $705K sold.

Wealthcare Advisory Partners first reported a position in ICLN in Q4 2017 and held it in 25 quarters. The position peaked at $8.21M in Q4 2020. 405 funds tracked by Wall St. Rank hold ICLN as of Q1 2025.

  • Wealthcare Advisory Partners reported no remaining iShares Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 61,991 iShares Global Clean Energy ETF shares in Q1 2025, an estimated $705K.
  • Wealthcare Advisory Partners first reported a position in iShares Global Clean Energy ETF in Q4 2017 and held it in 25 quarters.
  • Wealthcare Advisory Partners's iShares Global Clean Energy ETF position peaked at $8.21M in Q4 2020.
  • 405 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2025, filed 15 Apr 2025.