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Bullock Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Bullock Wealth Management’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
-32
Closed -$428 – 643
2025
Q2 		$428 Hold
32
– – ﹤0.01% 570
2025
Q1 		$368 Sell
32
-115
-78% -$1.31K ﹤0.01% 562
2024
Q4 		$1.67K Sell
147
-121
-45% -$1.53K ﹤0.01% 516
2024
Q3 		$3.89K Hold
268
– – ﹤0.01% 447
2024
Q2 		$3.57K Buy
268
+2
+0.8% +$28 ﹤0.01% 432
2024
Q1 		$3.72K Buy
+266
New +$3.75K ﹤0.01% 441

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GF
Gimbal Financial Carmel, Indiana $163M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FCC
Florin Court Capital London, United Kingdom $61.2M AUM 41.57% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Bullock Wealth Management's ICLN Position: Q3 2025 in Review

Bullock Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2025, closing a stake of 32 shares — an estimated $428 sold.

Bullock Wealth Management first reported a position in ICLN in Q1 2024 and held it in 6 quarters. The position peaked at $3.89K in Q3 2024. 372 funds tracked by Wall St. Rank hold ICLN as of Q3 2025.

  • Bullock Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q3 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 32 iShares Global Clean Energy ETF shares in Q3 2025, an estimated $428.
  • Bullock Wealth Management first reported a position in iShares Global Clean Energy ETF in Q1 2024 and held it in 6 quarters.
  • Bullock Wealth Management's iShares Global Clean Energy ETF position peaked at $3.89K in Q3 2024.
  • 372 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2025.

Based on Bullock Wealth Management's 13F filing for Q3 2025, filed 24 Sep 2026.