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

WealthPLAN 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
2023
Q3 		– Sell
-7
Closed -$129 – 677
2023
Q2 		$129 Sell
7
-2,629
-100% -$49.4K ﹤0.01% 1224
2023
Q1 		$52.1K Buy
+2,636
New +$52.2K 0.01% 544
2016
Q3 		$21.7K Sell
2,399
-2,399
-50% -$22K 0.01% 468
2016
Q2 		$21.1K Buy
+4,798
New +$42.5K ﹤0.01% 1376
2015
Q4 		$23.7K Buy
+7,197
New +$70.1K ﹤0.01% 862

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
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return