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

Centricity 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
Q2 		$21K Sell
1,601
-2,055
-56% -$25.2K 0.02% 251
2025
Q1 		$41.8K Sell
3,656
-486
-12% -$5.54K 0.04% 187
2024
Q4 		$47.1K Buy
+4,142
New +$52.4K 0.04% 177

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Centricity Wealth Management's ICLN Position: Q2 2025 in Review

Centricity Wealth Management reduced its iShares Global Clean Energy ETF (ICLN) stake by 56% in Q2 2025, selling an estimated $25.2K and leaving 1,601 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #251.

Centricity Wealth Management first reported a position in ICLN in Q4 2024 and has held it in 3 quarters since. The position peaked at $47.1K in Q4 2024. 379 funds tracked by Wall St. Rank hold ICLN as of Q2 2025.

  • Centricity Wealth Management held 1,601 shares of iShares Global Clean Energy ETF worth $21K as of Q2 2025.
  • Centricity Wealth Management sold 2,055 iShares Global Clean Energy ETF shares in Q2 2025, an estimated $25.2K.
  • iShares Global Clean Energy ETF made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #251 holding.
  • Centricity Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's iShares Global Clean Energy ETF position peaked at $47.1K in Q4 2024.
  • 379 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.