WhitTier Trust Company’s iShares Global Clean Energy ETF ICLN Stock Holding History

WhitTier Trust Company’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	-145	Closed	-$1.65K	–	1444
2024 Q4	$1.65K	Hold	145	–	–	﹤0.01%	1251
2024 Q3	$2.13K	Buy	+145	New	+$2.04K	﹤0.01%	1219
2023 Q3	–	Sell	-1,000	Closed	-$18.4K	–	1169
2023 Q2	$18.4K	Hold	1,000	–	–	﹤0.01%	869
2023 Q1	$19.8K	Hold	1,000	–	–	﹤0.01%	851
2022 Q4	$19.8K	Hold	1,000	–	–	﹤0.01%	843
2022 Q3	$19K	Hold	1,000	–	–	﹤0.01%	820
2022 Q2	$19K	Hold	1,000	–	–	﹤0.01%	820
2022 Q1	$22K	Hold	1,000	–	–	﹤0.01%	797
2021 Q4	$21K	Hold	1,000	–	–	﹤0.01%	800
2021 Q3	$22K	Hold	1,000	–	–	﹤0.01%	810
2021 Q2	$23K	Sell	1,000 -100	-9%	-$2.28K	﹤0.01%	773
2021 Q1	$26K	Buy	1,100 +100	+10%	+$2.8K	﹤0.01%	744
2020 Q4	$28K	Hold	1,000	–	–	﹤0.01%	717
2020 Q3	$18K	Hold	1,000	–	–	﹤0.01%	750
2020 Q2	$13K	Hold	1,000	–	–	﹤0.01%	765
2020 Q1	$10K	Hold	1,000	–	–	﹤0.01%	784
2019 Q4	$12K	Buy	+1,000	New	+$11K	﹤0.01%	811

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

Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 1-Year Est. Return

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

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WhitTier Trust Company's ICLN Position: Q1 2025 in Review

WhitTier Trust Company sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2025, closing a stake of 145 shares — an estimated $1.65K sold.

WhitTier Trust Company first reported a position in ICLN in Q4 2019 and held it in 17 quarters. The position peaked at $28K in Q4 2020. 406 funds tracked by Wall St. Rank hold ICLN as of Q1 2025.

WhitTier Trust Company reported no remaining iShares Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
WhitTier Trust Company sold 145 iShares Global Clean Energy ETF shares in Q1 2025, an estimated $1.65K.
WhitTier Trust Company first reported a position in iShares Global Clean Energy ETF in Q4 2019 and held it in 17 quarters.
WhitTier Trust Company's iShares Global Clean Energy ETF position peaked at $28K in Q4 2020.
406 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2025.

Based on WhitTier Trust Company's 13F filing for Q1 2025, filed 2 May 2025.