Capital Analysts LLC’s iShares Global Clean Energy ETF ICLN Stock Holding History

Capital Analysts LLC’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	$15K	Hold	802	–	–	﹤0.01%	1181
2025 Q4	$13K	Sell	802 -205	-20%	-$3.42K	﹤0.01%	1194
2025 Q3	$16K	Hold	1,007	–	–	﹤0.01%	1115
2025 Q2	$13K	Buy	1,007 +3	+0.3%	+$37	﹤0.01%	1096
2025 Q1	$11K	Hold	1,004	–	–	﹤0.01%	1112
2024 Q4	$11K	Buy	1,004 +3	+0.3%	+$38	﹤0.01%	1044
2024 Q3	$15K	Hold	1,001	–	–	﹤0.01%	951
2024 Q2	$13K	Buy	1,001 +209	+26%	+$2.93K	﹤0.01%	923
2024 Q1	$11K	Hold	792	–	–	﹤0.01%	914
2023 Q4	$12K	Sell	792 -24	-3%	-$338	﹤0.01%	880
2023 Q3	$12K	Buy	+816	New	+$13.7K	﹤0.01%	853
2023 Q1	–	Sell	-522	Closed	-$10K	–	1018
2022 Q4	$10K	Hold	522	–	–	﹤0.01%	849
2022 Q3	$10K	Hold	522	–	–	﹤0.01%	798
2022 Q2	$10K	Hold	522	–	–	﹤0.01%	795
2022 Q1	$11K	Hold	522	–	–	﹤0.01%	739
2021 Q4	$11K	Hold	522	–	–	﹤0.01%	800
2021 Q3	$11K	Hold	522	–	–	﹤0.01%	782
2021 Q2	$12K	Buy	+522	New	+$11.9K	﹤0.01%	720

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

Capital Analysts LLC's ICLN Position: Q1 2026 in Review

Capital Analysts LLC held its iShares Global Clean Energy ETF (ICLN) position steady in Q1 2026 at 802 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Capital Analysts LLC first reported a position in ICLN in Q2 2021 and has held it in 18 quarters since. The position peaked at $16K in Q3 2025. 420 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

Capital Analysts LLC held 802 shares of iShares Global Clean Energy ETF worth $15K as of Q1 2026.
Capital Analysts LLC left its iShares Global Clean Energy ETF share count unchanged in Q1 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1181 holding.
Capital Analysts LLC first reported a position in iShares Global Clean Energy ETF in Q2 2021 and has held it in 18 quarters since.
Capital Analysts LLC's iShares Global Clean Energy ETF position peaked at $16K in Q3 2025.
420 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.