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iShares S&P Global Clean Energy Index shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of iShares S&P Global Clean Energy Index (ICLN) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors 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 Sax Wealth Advisors 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 Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $155k 12k 13.11
2024-12-31 $142k 13k 11.38
2024-09-30 $184k 13k 14.69

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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Sax Wealth Advisors

Top funds holding iShares S&P Global Clean Energy Index

Bnp Paribas Arbitrage, Snc
Criteria Caixa, S.a.u.
UBS Group
Goldman Sachs Group
Gimbal Financial
Jpmorgan Chase & Co
Florin Court Capital
Capital Fund Management
Walleye Trading
Allianz Se
Royal Bank of Canada
LPL Financial
Ardsley Advisory Partners
Generali Investments CEE, investicni spolecnost, a.s.
Sagespring Wealth Partners

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