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Winch Advisory Services’s iShares Global Clean Energy ETF ICLN Stock Holding History

Winch Advisory Services’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
Q2 		– Sell
-45
Closed -$511 – 500
2025
Q1 		$511 Hold
45
– – ﹤0.01% 459
2024
Q4 		$510 Buy
45
+1
+2% +$13 ﹤0.01% 507
2024
Q3 		$651 Hold
44
– – ﹤0.01% 414
2024
Q2 		$591 Hold
44
– – ﹤0.01% 412
2024
Q1 		$616 Hold
44
– – ﹤0.01% 408
2023
Q4 		$686 Hold
44
– – ﹤0.01% 399
2023
Q3 		$1K Hold
44
– – ﹤0.01% 395
2023
Q2 		$1K Buy
44
+1
+2% +$19 ﹤0.01% 395
2023
Q1 		$1K Hold
43
– – ﹤0.01% 390
2022
Q4 		$1K Hold
43
– – ﹤0.01% 377
2022
Q3 		$1K Hold
43
– – ﹤0.01% 363
2022
Q2 		$1K Hold
43
– – ﹤0.01% 388
2022
Q1 		$1K Hold
43
– – ﹤0.01% 415
2021
Q4 		$1K Hold
43
– – ﹤0.01% 434
2021
Q3 		$1K Hold
43
– – ﹤0.01% 447
2021
Q2 		$1K Buy
+43
New +$981 ﹤0.01% 452

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 17.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return