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Accredited Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Accredited Wealth Management’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
Q3 		$8.51K Buy
908
+358
+65% +$5.07K 0.01% 280
2025
Q2 		$7.21K Hold
550
– – 0.01% 294
2025
Q1 		$6.28K Hold
550
– – 0.01% 281
2024
Q4 		$6.26K Buy
+550
New +$6.96K 0.01% 281

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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 $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GF
Gimbal Financial Carmel, Indiana $167M AUM 29.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FCC
Florin Court Capital London, United Kingdom $26.5M AUM 34.2% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Accredited Wealth Management's ICLN Position: Q3 2025 in Review

Accredited Wealth Management increased its iShares Global Clean Energy ETF (ICLN) stake by 65% in Q3 2025, buying an estimated $5.07K and bringing the position to 908 shares worth $8.51K. The position accounts for 0.01% of the portfolio, ranked #280.

Accredited Wealth Management first reported a position in ICLN in Q4 2024 and has held it in 4 quarters since. 370 funds tracked by Wall St. Rank hold ICLN as of Q3 2025.

  • Accredited Wealth Management held 908 shares of iShares Global Clean Energy ETF worth $8.51K as of Q3 2025.
  • Accredited Wealth Management bought 358 iShares Global Clean Energy ETF shares in Q3 2025, an estimated $5.07K.
  • iShares Global Clean Energy ETF made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #280 holding.
  • Accredited Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2024 and has held it in 4 quarters since.
  • 370 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.