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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

PCP

Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Wharton Business Group's ICLN Position: Q4 2024 in Review

Wharton Business Group sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2024, closing a stake of 14,555 shares — an estimated $214K sold.

Wharton Business Group first reported a position in ICLN in Q4 2022 and held it in 8 quarters. The position peaked at $265K in Q1 2023. 431 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

Wharton Business Group reported no remaining iShares Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
Wharton Business Group sold 14,555 iShares Global Clean Energy ETF shares in Q4 2024, an estimated $214K.
Wharton Business Group first reported a position in iShares Global Clean Energy ETF in Q4 2022 and held it in 8 quarters.
Wharton Business Group's iShares Global Clean Energy ETF position peaked at $265K in Q1 2023.
431 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on Wharton Business Group's 13F filing for Q4 2024, filed 4 Feb 2025.