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iShares S&P Global Clean Energy Index shares owned by Capasso Planning Partners

Quarter-by-quarter ownership of iShares S&P Global Clean Energy Index (ICLN) shares owned by Capasso Planning Partners from 13F filings

Historical chart of Capasso Planning Partners investment in iShares S&P Global Clean Energy Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Clean Energy Index held by Capasso Planning Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Clean Energy Index by Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $696k 45k 15.57
2023-09-30 $654k 45k 14.62
2023-06-30 $823k 45k 18.40
2023-03-31 $884k 45k 19.78
2022-12-31 $917k 46k 19.85

More positions owned by Capasso Planning Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
The Trade Desk Com Cl A (TTD)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)
Ishares Tr Global Reit Etf (REET)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Capasso Planning Partners

Top funds holding iShares S&P Global Clean Energy Index

Bank of America Corporation
National Bank Of Canada /fi/
UBS Group
Bnp Paribas Arbitrage, Snc
Jpmorgan Chase & Co
Schonfeld Strategic Advisors
Total Wealth Planning
Goldman Sachs Group
Commonwealth Equity Services
Bank of Nova Scotia
Money Design
Royal Bank of Canada
Arosa Capital Management
Wells Fargo & Company
Citadel Advisors

View all funds holding iShares S&P Global Clean Energy Index