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Atria Investments’s iShares Global Clean Energy ETF ICLN Stock Holding History

Atria Investments’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
Q4 		– Sell
-112,169
Closed -$1.74M – 2076
2025
Q3 		$1.74M Buy
112,169
+6,884
+7% +$97.5K 0.02% 776
2025
Q2 		$1.38M Buy
+105,285
New +$1.29M 0.02% 893
2024
Q3 		– Sell
-36,786
Closed -$490K – 1969
2024
Q2 		$490K Buy
+36,786
New +$515K 0.01% 1312

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return

Atria Investments's ICLN Position: Q4 2025 in Review

Atria Investments sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2025, closing a stake of 112,169 shares — an estimated $1.74M sold.

Atria Investments first reported a position in ICLN in Q2 2024 and held it in 3 quarters. The position peaked at $1.74M in Q3 2025. 415 funds tracked by Wall St. Rank hold ICLN as of Q4 2025.

  • Atria Investments reported no remaining iShares Global Clean Energy ETF position as of Q4 2025 after selling out during the quarter.
  • Atria Investments sold 112,169 iShares Global Clean Energy ETF shares in Q4 2025, an estimated $1.74M.
  • Atria Investments first reported a position in iShares Global Clean Energy ETF in Q2 2024 and held it in 3 quarters.
  • Atria Investments's iShares Global Clean Energy ETF position peaked at $1.74M in Q3 2025.
  • 415 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.