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

Benjamin Edwards 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
Q1 		$398K Sell
21,751
-752
-3% -$13.7K ﹤0.01% 1066
2025
Q4 		$370K Hold
22,503
– – ﹤0.01% 1043
2025
Q3 		$348K Buy
22,503
+1,662
+8% +$23.5K ﹤0.01% 1052
2025
Q2 		$273K Buy
20,841
+3,563
+21% +$43.7K ﹤0.01% 1022
2025
Q1 		$197K Buy
+17,278
New +$197K ﹤0.01% 1053
2024
Q4 		– Sell
-18,632
Closed -$274K – 1118
2024
Q3 		$274K Buy
+18,632
New +$262K ﹤0.01% 978
2022
Q4 		– Sell
-2
Closed – – 746
2022
Q3 		$0 Buy
+2
New +$43 ﹤0.01% 721

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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 $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return