Carolinas Wealth Consulting’s iShares Global Clean Energy ETF ICLN Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-147	Closed	-$1.68K	–	430
2025 Q1	$1.68K	Hold	147	–	–	﹤0.01%	839
2024 Q4	$1.67K	Buy	147 +1	+0.7%	+$13	﹤0.01%	863
2024 Q3	$2.14K	Hold	146	–	–	﹤0.01%	805
2024 Q2	$1.94K	Sell	146 -229	-61%	-$3.21K	﹤0.01%	806
2024 Q1	$5.24K	Buy	375 +230	+159%	+$3.24K	﹤0.01%	643
2023 Q4	$2.25K	Buy	145 +2	+1%	+$28	﹤0.01%	727
2023 Q3	$1.86K	Hold	143	–	–	﹤0.01%	756
2023 Q2	$2.64K	Buy	143 +1	+0.7%	+$19	﹤0.01%	778
2023 Q1	$2.82K	Hold	142	–	–	﹤0.01%	773
2022 Q4	$2.83K	Hold	142	–	–	﹤0.01%	773
2022 Q3	$3K	Buy	+142	New	+$3.03K	﹤0.01%	723

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Carolinas Wealth Consulting's ICLN Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2025, closing a stake of 147 shares — an estimated $1.68K sold.

Carolinas Wealth Consulting first reported a position in ICLN in Q3 2022 and held it in 11 quarters. The position peaked at $5.24K in Q1 2024. 378 funds tracked by Wall St. Rank hold ICLN as of Q2 2025.

Carolinas Wealth Consulting reported no remaining iShares Global Clean Energy ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 147 iShares Global Clean Energy ETF shares in Q2 2025, an estimated $1.68K.
Carolinas Wealth Consulting first reported a position in iShares Global Clean Energy ETF in Q3 2022 and held it in 11 quarters.
Carolinas Wealth Consulting's iShares Global Clean Energy ETF position peaked at $5.24K in Q1 2024.
378 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.