Barrett & Company’s iShares Global Clean Energy ETF ICLN Stock Holding History

Barrett & Company’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 Q1	$2.93K	Hold	160	–	–	﹤0.01%	561
2025 Q4	$2.63K	Hold	160	–	–	﹤0.01%	572
2025 Q3	$2.48K	Hold	160	–	–	﹤0.01%	572
2025 Q2	$2.1K	Hold	160	–	–	﹤0.01%	579
2025 Q1	$1.83K	Hold	160	–	–	﹤0.01%	557
2024 Q4	$1.82K	Hold	160	–	–	﹤0.01%	559
2024 Q3	$2.35K	Hold	160	–	–	﹤0.01%	526
2024 Q2	$2.13K	Hold	160	–	–	﹤0.01%	543
2024 Q1	$2.24K	Hold	160	–	–	﹤0.01%	539
2023 Q4	$2.49K	Hold	160	–	–	﹤0.01%	518
2023 Q3	$2.34K	Hold	160	–	–	﹤0.01%	535
2023 Q2	$2.94K	Hold	160	–	–	﹤0.01%	507
2023 Q1	$3.17K	Hold	160	–	–	﹤0.01%	478
2022 Q4	$3.18K	Hold	160	–	–	﹤0.01%	479
2022 Q3	$3.18K	Buy	+160	New	+$3.41K	﹤0.01%	479

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Barrett & Company's ICLN Position: Q1 2026 in Review

Barrett & Company held its iShares Global Clean Energy ETF (ICLN) position steady in Q1 2026 at 160 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Barrett & Company first reported a position in ICLN in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.18K in Q4 2022. 420 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

Barrett & Company held 160 shares of iShares Global Clean Energy ETF worth $2.93K as of Q1 2026.
Barrett & Company left its iShares Global Clean Energy ETF share count unchanged in Q1 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Barrett & Company's portfolio in Q1 2026, its #561 holding.
Barrett & Company first reported a position in iShares Global Clean Energy ETF in Q3 2022 and has held it in 15 quarters since.
Barrett & Company's iShares Global Clean Energy ETF position peaked at $3.18K in Q4 2022.
420 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.