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Wharton Business Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Wharton Business Group’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
-14,555
Closed -$214K – 140
2024
Q3 		$214K Hold
14,555
– – 0.01% 133
2024
Q2 		$194K Hold
14,555
– – 0.01% 134
2024
Q1 		$203K Buy
14,555
+1,115
+8% +$15.7K 0.01% 131
2023
Q4 		$209K Hold
13,440
– – 0.01% 126
2023
Q3 		$196K Hold
13,440
– – 0.01% 134
2023
Q2 		$247K Hold
13,440
– – 0.02% 121
2023
Q1 		$265K Buy
13,440
+2,425
+22% +$48K 0.02% 124
2022
Q4 		$219K Buy
+11,015
New +$217K 0.01% 132

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 $93.1B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $75.5B AUM 35.56% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $11.2B AUM 20.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B 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