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Wingate Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Wingate Wealth 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
2025
Q1 		– Sell
-5,143
Closed -$58.5K – 240
2024
Q4 		$58.5K Buy
+5,143
New +$65K 0.06% 196

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
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 17.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wingate Wealth Advisors's ICLN Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2025, closing a stake of 5,143 shares — an estimated $58.5K sold.

Wingate Wealth Advisors first reported a position in ICLN in Q4 2024 and held it in 1 quarter. The position peaked at $58.5K in Q4 2024. 403 funds tracked by Wall St. Rank hold ICLN as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining iShares Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 5,143 iShares Global Clean Energy ETF shares in Q1 2025, an estimated $58.5K.
  • Wingate Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's iShares Global Clean Energy ETF position peaked at $58.5K in Q4 2024.
  • 403 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.