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Wetzel Investment Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-223
Closed -$3.12K – 470
2024
Q2 		$3.12K Hold
223
– – ﹤0.01% 668
2024
Q1 		$2.92K Hold
223
– – ﹤0.01% 773
2023
Q4 		$3K Buy
+223
New +$3.14K ﹤0.01% 785

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
PCP
Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return

Wetzel Investment Advisors's ICLN Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2024, closing a stake of 223 shares — an estimated $3.12K sold.

Wetzel Investment Advisors first reported a position in ICLN in Q4 2023 and held it in 3 quarters. The position peaked at $3.12K in Q2 2024. 486 funds tracked by Wall St. Rank hold ICLN as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares Global Clean Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 223 iShares Global Clean Energy ETF shares in Q3 2024, an estimated $3.12K.
  • Wetzel Investment Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares Global Clean Energy ETF position peaked at $3.12K in Q2 2024.
  • 486 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.