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

Atticus 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	–	Sell	-1,000	Closed	-$13.1K	–	392
2025 Q2	$13.1K	Hold	1,000	–	–	﹤0.01%	454
2025 Q1	$11.4K	Hold	1,000	–	–	﹤0.01%	365
2024 Q4	$11.4K	Hold	1,000	–	–	﹤0.01%	380
2024 Q3	$14.7K	Hold	1,000	–	–	﹤0.01%	361
2024 Q2	$13.3K	Hold	1,000	–	–	﹤0.01%	353
2024 Q1	$14K	Hold	1,000	–	–	﹤0.01%	364
2023 Q4	$15.6K	Hold	1,000	–	–	0.01%	354
2023 Q3	$14.6K	Hold	1,000	–	–	0.01%	362
2023 Q2	$18.4K	Hold	1,000	–	–	0.01%	347
2023 Q1	$19.8K	Hold	1,000	–	–	0.01%	324
2022 Q4	$19.9K	Sell	1,000 -64	-6%	-$1.26K	0.01%	331
2022 Q3	$20K	Hold	1,064	–	–	0.01%	308
2022 Q2	$20K	Hold	1,064	–	–	0.01%	337
2022 Q1	$23K	Hold	1,064	–	–	0.01%	317
2021 Q4	$23K	Buy	1,064 +1	+0.1%	+$23	0.01%	298
2021 Q3	$23K	Hold	1,063	–	–	0.01%	300
2021 Q2	$25K	Sell	1,063 -15	-1%	-$342	0.01%	273
2021 Q1	$26K	Buy	1,078 +78	+8%	+$2.18K	0.01%	259
2020 Q4	$28K	Hold	1,000	–	–	0.01%	245
2020 Q3	$18K	Hold	1,000	–	–	0.01%	228
2020 Q2	$13K	Hold	1,000	–	–	0.01%	234
2020 Q1	$10K	Hold	1,000	–	–	0.01%	230
2019 Q4	$12K	Buy	+1,000	New	+$11K	0.01%	243

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gimbal Financial Carmel, Indiana $163M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FCC

Florin Court Capital London, United Kingdom $61.2M AUM 41.57% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

Atticus Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2025, closing a stake of 1,000 shares — an estimated $13.1K sold.

Atticus Wealth Management first reported a position in ICLN in Q4 2019 and held it in 23 quarters. The position peaked at $28K in Q4 2020. 372 funds tracked by Wall St. Rank hold ICLN as of Q3 2025.

Atticus Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 1,000 iShares Global Clean Energy ETF shares in Q3 2025, an estimated $13.1K.
Atticus Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2019 and held it in 23 quarters.
Atticus Wealth Management's iShares Global Clean Energy ETF position peaked at $28K in Q4 2020.
372 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.