Brown, Lisle/Cummings’s iShares Global Clean Energy ETF ICLN Stock Holding History

Brown, Lisle/Cummings’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	$196K	Buy	10,697 +54	+0.5%	+$983	0.05%	213
2025 Q4	$175K	Buy	10,643 +5,900	+124%	+$98.4K	0.04%	227
2025 Q3	$73.4K	Hold	4,743	–	–	0.02%	302
2025 Q2	$62.2K	Hold	4,743	–	–	0.02%	312
2025 Q1	$54.2K	Sell	4,743 -100	-2%	-$1.14K	0.02%	321
2024 Q4	$55.1K	Hold	4,843	–	–	0.02%	324
2024 Q3	$71.1K	Hold	4,843	–	–	0.02%	290
2024 Q2	$64.5K	Buy	4,843 +423	+10%	+$5.92K	0.02%	290
2024 Q1	$61.8K	Hold	4,420	–	–	0.02%	274
2023 Q4	$68.8K	Buy	4,420 +1,000	+29%	+$14.1K	0.03%	260
2023 Q3	$50K	Hold	3,420	–	–	0.02%	273
2023 Q2	$62.9K	Hold	3,420	–	–	0.03%	261
2023 Q1	$67.6K	Hold	3,420	–	–	0.03%	251
2022 Q4	$67.9K	Buy	3,420 +800	+31%	+$15.7K	0.04%	245
2022 Q3	$50K	Hold	2,620	–	–	0.03%	254
2022 Q2	$49.9K	Buy	2,620 +100	+4%	+$1.95K	0.03%	261
2022 Q1	$54.2K	Hold	2,520	–	–	0.03%	260
2021 Q4	$53.3K	Buy	+2,520	New	+$58K	0.03%	264

Other funds holding ICLN

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Brown, Lisle/Cummings's ICLN Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its iShares Global Clean Energy ETF (ICLN) stake by 0.51% in Q1 2026, buying an estimated $983 and bringing the position to 10,697 shares worth $196K. The position accounts for 0.05% of the portfolio, ranked #213.

Brown, Lisle/Cummings first reported a position in ICLN in Q4 2021 and has held it in 18 quarters since. 423 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

Brown, Lisle/Cummings held 10,697 shares of iShares Global Clean Energy ETF worth $196K as of Q1 2026.
Brown, Lisle/Cummings bought 54 iShares Global Clean Energy ETF shares in Q1 2026, an estimated $983.
iShares Global Clean Energy ETF made up 0.05% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #213 holding.
Brown, Lisle/Cummings first reported a position in iShares Global Clean Energy ETF in Q4 2021 and has held it in 18 quarters since.
423 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.