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WR Wealth Planners’s iShares Global Clean Energy ETF ICLN Stock Holding History

WR Wealth Planners’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 		$250 Hold
22
– – ﹤0.01% 1056
2024
Q3 		$323 Buy
+22
New +$310 ﹤0.01% 1083

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 $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $109B AUM 35.56% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B 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

WR Wealth Planners's ICLN Position: Q4 2024 in Review

WR Wealth Planners held its iShares Global Clean Energy ETF (ICLN) position steady in Q4 2024 at 22 shares worth $250. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

WR Wealth Planners first reported a position in ICLN in Q3 2024 and has held it in 2 quarters since. The position peaked at $323 in Q3 2024. 429 funds tracked by Wall St. Rank hold ICLN as of Q4 2024.

  • WR Wealth Planners held 22 shares of iShares Global Clean Energy ETF worth $250 as of Q4 2024.
  • WR Wealth Planners left its iShares Global Clean Energy ETF share count unchanged in Q4 2024.
  • iShares Global Clean Energy ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1056 holding.
  • WR Wealth Planners first reported a position in iShares Global Clean Energy ETF in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's iShares Global Clean Energy ETF position peaked at $323 in Q3 2024.
  • 429 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.