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Avantax Advisory Services’s iShares Global Clean Energy ETF ICLN Stock Holding History

Avantax Advisory Services’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
Q2 		$441K Sell
33,630
-2,284
-6% -$28K ﹤0.01% 1661
2025
Q1 		$410K Sell
35,914
-3,034
-8% -$34.6K ﹤0.01% 1641
2024
Q4 		$443K Sell
38,948
-4,398
-10% -$55.6K ﹤0.01% 1528
2024
Q3 		$637K Sell
43,346
-4,272
-9% -$60.2K ﹤0.01% 1257
2024
Q2 		$634K Sell
47,618
-2,064
-4% -$28.9K ﹤0.01% 1224
2024
Q1 		$695K Sell
49,682
-6,895
-12% -$97.1K 0.01% 901
2023
Q4 		$881K Sell
56,577
-1,435
-2% -$20.2K 0.01% 755
2023
Q3 		$848K Buy
58,012
+2,554
+5% +$42.9K 0.01% 745
2023
Q2 		$1.02M Sell
55,458
-5,313
-9% -$99.9K 0.01% 670
2023
Q1 		$1.2M Sell
60,771
-1,507
-2% -$29.9K 0.01% 596
2022
Q4 		$1.24M Buy
62,278
+4,702
+8% +$92.4K 0.02% 556
2022
Q3 		$1.1M Buy
57,576
+634
+1% +$13.5K 0.02% 534
2022
Q2 		$1.08M Sell
56,942
-5,136
-8% -$100K 0.02% 524
2022
Q1 		$1.34M Sell
62,078
-19,668
-24% -$385K 0.02% 466
2021
Q4 		$1.73M Sell
81,746
-4,082
-5% -$93.9K 0.03% 393
2021
Q3 		$1.86M Buy
85,828
+4,362
+5% +$99.4K 0.03% 352
2021
Q2 		$1.91M Buy
81,466
+8,588
+12% +$196K 0.03% 334
2021
Q1 		$1.77M Buy
72,878
+25,981
+55% +$727K 0.04% 310
2020
Q4 		$1.33M Sell
46,897
-8,450
-15% -$190K 0.03% 340
2020
Q3 		$1.02M Buy
55,347
+26,965
+95% +$422K 0.02% 532
2020
Q2 		$357K Buy
28,382
+3,519
+14% +$39.6K 0.01% 581
2020
Q1 		$237K Buy
24,863
+2,815
+13% +$33.3K 0.01% 665
2019
Q4 		$261K Buy
22,048
+4,579
+26% +$50.4K 0.01% 675
2019
Q3 		$190K Buy
17,469
+525
+3% +$5.72K 0.01% 545
2019
Q2 		$180K Buy
16,944
+1,757
+12% +$17.9K 0.01% 492
2019
Q1 		$148K Buy
15,187
+2,761
+22% +$26K 0.01% 472
2018
Q4 		$103K Buy
+12,426
New +$106K 0.02% 397

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Avantax Advisory Services's ICLN Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Global Clean Energy ETF (ICLN) stake by 6.4% in Q2 2025, selling an estimated $28K and leaving 33,630 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

Avantax Advisory Services first reported a position in ICLN in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.91M in Q2 2021. 378 funds tracked by Wall St. Rank hold ICLN as of Q2 2025.

  • Avantax Advisory Services held 33,630 shares of iShares Global Clean Energy ETF worth $441K as of Q2 2025.
  • Avantax Advisory Services sold 2,284 iShares Global Clean Energy ETF shares in Q2 2025, an estimated $28K.
  • iShares Global Clean Energy ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1661 holding.
  • Avantax Advisory Services first reported a position in iShares Global Clean Energy ETF in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's iShares Global Clean Energy ETF position peaked at $1.91M in Q2 2021.
  • 378 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.