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

AE 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
2021
Q1 		– Sell
-400
Closed -$1K – 1521
2020
Q4 		$1K Buy
+400
New +$8.99K ﹤0.01% 1360

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AE Wealth Management's ICLN Position: Q1 2026 in Review

AE Wealth Management increased its iShares Global Clean Energy ETF (ICLN) stake by 142% in Q1 2026, buying an estimated $62.6K and bringing the position to 5,852 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

AE Wealth Management first reported a position in ICLN in Q4 2020 and has held it in 19 quarters since. The position peaked at $5.58M in Q1 2022. 421 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

  • AE Wealth Management held 5,852 shares of iShares Global Clean Energy ETF worth $107K as of Q1 2026.
  • AE Wealth Management bought 3,437 iShares Global Clean Energy ETF shares in Q1 2026, an estimated $62.6K.
  • iShares Global Clean Energy ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1781 holding.
  • AE Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2020 and has held it in 19 quarters since.
  • AE Wealth Management's iShares Global Clean Energy ETF position peaked at $5.58M in Q1 2022.
  • 421 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.