CWA
ICLN icon

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

Carolina Wealth 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
2026
Q2 		$22.4K Hold
1,094
– – 0.01% 151
2026
Q1 		$20K Sell
1,094
-315
-22% -$5.74K 0.01% 138
2025
Q4 		$23.1K Hold
1,409
– – 0.01% 147
2025
Q3 		$21.8K Sell
1,409
-262
-16% -$3.71K 0.01% 139
2025
Q2 		$21.9K Sell
1,671
-298
-15% -$3.65K 0.01% 117
2025
Q1 		$22.5K Buy
1,969
+501
+34% +$5.71K 0.01% 113
2024
Q4 		$16.7K Sell
1,468
-28
-2% -$354 0.01% 130
2024
Q3 		$22K Hold
1,496
– – 0.01% 142
2024
Q2 		$19.9K Sell
1,496
-45
-3% -$630 0.01% 119
2024
Q1 		$21.5K Hold
1,541
– – 0.01% 126
2023
Q4 		$24K Buy
1,541
+592
+62% +$8.33K 0.01% 135
2023
Q3 		$13.9K Buy
949
+164
+21% +$2.75K 0.01% 161
2023
Q2 		$14.4K Hold
785
– – 0.01% 144
2023
Q1 		$15.5K Sell
785
-60
-7% -$1.19K 0.01% 138
2022
Q4 		$17K Buy
845
+197
+30% +$3.87K 0.01% 132
2022
Q3 		$12K Buy
648
+100
+18% +$2.13K 0.01% 137
2022
Q2 		$10K Sell
548
-491
-47% -$9.57K 0.01% 162
2022
Q1 		$22K Hold
1,039
– – 0.01% 152
2021
Q4 		$22K Buy
1,039
+432
+71% +$9.94K 0.01% 161
2021
Q3 		$13K Hold
607
– – 0.01% 174
2021
Q2 		$14K Hold
607
– – 0.01% 179
2021
Q1 		$15K Hold
607
– – 0.01% 184
2020
Q4 		$17K Sell
607
-14
-2% -$315 0.01% 126
2020
Q3 		$11K Buy
+621
New +$9.71K 0.01% 130

Other funds holding ICLN

GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return