AssetMark Inc
ICLN icon

AssetMark Inc’s iShares Global Clean Energy ETF ICLN Stock Holding History

AssetMark Inc’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
2026
Q3 		$870K Sell
51,152
-37,676
-42% -$679K ﹤0.01% 1120
2026
Q2 		$1.82M Sell
88,828
-2,568,307
-97% -$53.3M ﹤0.01% 972
2026
Q1 		$48.6M Sell
2,657,135
-248,926
-9% -$4.53M 0.1% 171
2025
Q4 		$47.7M Buy
2,906,061
+2,902,200
+75,167% +$48.4M 0.1% 166
2025
Q3 		$59.8K Buy
3,861
+18
+0.5% +$255 ﹤0.01% 1573
2025
Q2 		$50.4K Hold
3,843
– – ﹤0.01% 1564
2025
Q1 		$43.9K Sell
3,843
-1,516
-28% -$17.3K ﹤0.01% 1470
2024
Q4 		$61K Hold
5,359
– – ﹤0.01% 1377
2024
Q3 		$78.7K Sell
5,359
-12
-0.2% -$169 ﹤0.01% 1196
2024
Q2 		$71.5K Buy
5,371
+12
+0.2% +$168 ﹤0.01% 1166
2024
Q1 		$74.9K Hold
5,359
– – ﹤0.01% 1086
2023
Q4 		$83.4K Hold
5,359
– – ﹤0.01% 1071
2023
Q3 		$78.3K Hold
5,359
– – ﹤0.01% 1017
2023
Q2 		$98.6K Hold
5,359
– – ﹤0.01% 950
2023
Q1 		$106K Sell
5,359
-1
-0% -$20 ﹤0.01% 912
2022
Q4 		$106K Hold
5,360
– – ﹤0.01% 905
2022
Q3 		$102K Buy
5,360
+5,359
+535,900% +$114K ﹤0.01% 841
2022
Q2 		$0 Sell
1
-7,740
-100% -$151K ﹤0.01% 1575
2022
Q1 		$167K Hold
7,741
– – ﹤0.01% 747
2021
Q4 		$164K Buy
+7,741
New +$178K ﹤0.01% 734
2021
Q2 		– Sell
-18
Closed – – 1424
2021
Q1 		$0 Buy
+18
New +$504 ﹤0.01% 1425
2020
Q1 		– Sell
-159
Closed -$2K – 1440
2019
Q4 		$2K Buy
+159
New +$1.75K ﹤0.01% 1239

Other funds holding ICLN

AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AssetMark Inc's ICLN Position: Q3 2026 in Review

AssetMark Inc reduced its iShares Global Clean Energy ETF (ICLN) stake by 42% in Q3 2026, selling an estimated $679K and leaving 51,152 shares worth $870K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

AssetMark Inc first reported a position in ICLN in Q4 2019 and has held it in 22 quarters since. The position peaked at $48.6M in Q1 2026. 226 funds tracked by Wall St. Rank hold ICLN as of Q3 2026.

  • AssetMark Inc held 51,152 shares of iShares Global Clean Energy ETF worth $870K as of Q3 2026.
  • AssetMark Inc sold 37,676 iShares Global Clean Energy ETF shares in Q3 2026, an estimated $679K.
  • iShares Global Clean Energy ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1120 holding.
  • AssetMark Inc first reported a position in iShares Global Clean Energy ETF in Q4 2019 and has held it in 22 quarters since.
  • AssetMark Inc's iShares Global Clean Energy ETF position peaked at $48.6M in Q1 2026.
  • 226 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.