Bristlecone Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Bristlecone Advisors’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	-1,063	Closed	-$13.9K	–	257
2025 Q2	$13.9K	Hold	1,063	–	–	﹤0.01%	280
2025 Q1	$12.1K	Hold	1,063	–	–	﹤0.01%	349
2024 Q4	$12.1K	Sell	1,063 -6,542	-86%	-$82.7K	﹤0.01%	344
2024 Q3	$112K	Hold	7,605	–	–	0.01%	294
2024 Q2	$101K	Buy	+7,605	New	+$107K	0.01%	289
2023 Q4	–	Sell	-12,277	Closed	-$179K	–	277
2023 Q3	$179K	Sell	12,277 -1,015	-8%	-$17K	0.02%	257
2023 Q2	$245K	Sell	13,292 -661	-5%	-$12.4K	0.02%	240
2023 Q1	$276K	Buy	13,953 +3,730	+36%	+$73.9K	0.03%	220
2022 Q4	$203K	Buy	+10,223	New	+$201K	0.02%	255
2017 Q4	–	Sell	-930	Closed	-$8K	–	201
2017 Q3	$8K	Buy	+930	New	+$8.36K	﹤0.01%	263

Other funds holding ICLN

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 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

Gimbal Financial Carmel, Indiana $167M AUM 29.52% 1-Year Est. Return

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

FCC

Florin Court Capital London, United Kingdom $26.5M AUM 34.2% 1-Year Est. Return

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

Bristlecone Advisors's ICLN Position: Q3 2025 in Review

Bristlecone Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2025, closing a stake of 1,063 shares — an estimated $13.9K sold.

Bristlecone Advisors first reported a position in ICLN in Q3 2017 and held it in 10 quarters. The position peaked at $276K in Q1 2023. 370 funds tracked by Wall St. Rank hold ICLN as of Q3 2025.

Bristlecone Advisors reported no remaining iShares Global Clean Energy ETF position as of Q3 2025 after selling out during the quarter.
Bristlecone Advisors sold 1,063 iShares Global Clean Energy ETF shares in Q3 2025, an estimated $13.9K.
Bristlecone Advisors first reported a position in iShares Global Clean Energy ETF in Q3 2017 and held it in 10 quarters.
Bristlecone Advisors's iShares Global Clean Energy ETF position peaked at $276K in Q1 2023.
370 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.