Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Global Clean Energy ETF ICLN Stock Holding History

Carson Wealth (CWM 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 		$412K Buy
22,524
+9,486
+73% +$173K ﹤0.01% 2150
2025
Q4 		$214K Buy
13,038
+3,524
+37% +$58.8K ﹤0.01% 2513
2025
Q3 		$147K Sell
9,514
-942
-9% -$13.3K ﹤0.01% 2686
2025
Q2 		$137K Buy
10,456
+867
+9% +$10.6K ﹤0.01% 2458
2025
Q1 		$110K Sell
9,589
-1,187
-11% -$13.5K ﹤0.01% 2358
2024
Q4 		$123K Sell
10,776
-11,438
-51% -$145K ﹤0.01% 2150
2024
Q3 		$326K Sell
22,214
-343,971
-94% -$4.84M ﹤0.01% 1499
2024
Q2 		$4.88M Buy
366,185
+2,458
+0.7% +$34.4K 0.02% 425
2024
Q1 		$5.08M Sell
363,727
-70,148
-16% -$988K 0.02% 417
2023
Q4 		$6.75M Sell
433,875
-52,263
-11% -$735K 0.04% 344
2023
Q3 		$7.11M Sell
486,138
-10,977
-2% -$184K 0.04% 297
2023
Q2 		$9.15M Sell
497,115
-50,382
-9% -$947K 0.06% 244
2023
Q1 		$10.8M Sell
547,497
-5,338
-1% -$106K 0.07% 209
2022
Q4 		$11M Sell
552,835
-38,920
-7% -$765K 0.08% 192
2022
Q3 		$11.3M Sell
591,755
-28,430
-5% -$606K 0.09% 184
2022
Q2 		$11.8M Buy
620,185
+352,045
+131% +$6.86M 0.09% 174
2022
Q1 		$5.77M Sell
268,140
-166,499
-38% -$3.26M 0.04% 285
2021
Q4 		$9.2M Buy
+434,639
New +$10M 0.06% 221
2021
Q2 		$3.02M Hold
128,629
– – 0.02% 350
2021
Q1 		$3.02M Hold
128,629
– – 0.02% 350
2020
Q4 		$3.02M Hold
128,629
– – 0.02% 350
2020
Q3 		$3.02M Hold
128,629
– – 0.02% 350
2020
Q2 		$3.02M Hold
128,629
– – 0.02% 350
2020
Q1 		$3.02M Hold
128,629
– – 0.02% 350
2019
Q4 		$3.02M Hold
128,629
– – 0.02% 350
2019
Q3 		$3.02M Hold
128,629
– – 0.02% 350
2019
Q2 		$3.02M Hold
128,629
– – 0.02% 350
2019
Q1 		$3.02M Buy
+128,629
New +$1.21M 0.02% 350

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ICLN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its iShares Global Clean Energy ETF (ICLN) stake by 73% in Q1 2026, buying an estimated $173K and bringing the position to 22,524 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

Carson Wealth (CWM LLC) first reported a position in ICLN in Q1 2019 and has held it in 28 quarters since. The position peaked at $11.8M in Q2 2022. 423 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 22,524 shares of iShares Global Clean Energy ETF worth $412K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,486 iShares Global Clean Energy ETF shares in Q1 2026, an estimated $173K.
  • iShares Global Clean Energy ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2150 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Global Clean Energy ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Global Clean Energy ETF position peaked at $11.8M in Q2 2022.
  • 423 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.