Cerity Partners
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Cerity Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

Cerity Partners’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 		$512K Sell
28,014
-3,030
-10% -$55.2K ﹤0.01% 2273
2025
Q4 		$510K Sell
31,044
-1,676
-5% -$27.9K ﹤0.01% 2095
2025
Q3 		$507K Buy
32,720
+6,744
+26% +$95.5K ﹤0.01% 1963
2025
Q2 		$341K Sell
25,976
-474
-2% -$5.81K ﹤0.01% 2077
2025
Q1 		$302K Buy
26,450
+16,036
+154% +$183K ﹤0.01% 2012
2024
Q4 		$134K Sell
10,414
-44,842
-81% -$567K ﹤0.01% 2303
2024
Q3 		$812K Buy
55,256
+34,046
+161% +$480K ﹤0.01% 1507
2024
Q2 		$283K Sell
21,210
-11,505
-35% -$161K ﹤0.01% 1857
2024
Q1 		$458K Buy
32,715
+2,753
+9% +$38.8K ﹤0.01% 1639
2023
Q4 		$466K Sell
29,962
-12,499
-29% -$176K ﹤0.01% 1298
2023
Q3 		$621K Sell
42,461
-74,570
-64% -$1.25M ﹤0.01% 900
2023
Q2 		$2.15M Buy
117,031
+7,015
+6% +$132K 0.01% 707
2023
Q1 		$2.17M Buy
110,016
+59,778
+119% +$1.18M 0.01% 703
2022
Q4 		$1.65M Sell
50,238
-14,820
-23% -$291K 0.01% 563
2022
Q3 		$1.24M Buy
+65,058
New +$1.39M 0.01% 463

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cerity Partners's ICLN Position: Q1 2026 in Review

Cerity Partners reduced its iShares Global Clean Energy ETF (ICLN) stake by 9.8% in Q1 2026, selling an estimated $55.2K and leaving 28,014 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #2273.

Cerity Partners first reported a position in ICLN in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.17M in Q1 2023. 420 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

  • Cerity Partners held 28,014 shares of iShares Global Clean Energy ETF worth $512K as of Q1 2026.
  • Cerity Partners sold 3,030 iShares Global Clean Energy ETF shares in Q1 2026, an estimated $55.2K.
  • iShares Global Clean Energy ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2273 holding.
  • Cerity Partners first reported a position in iShares Global Clean Energy ETF in Q3 2022 and has held it in 15 quarters since.
  • Cerity Partners's iShares Global Clean Energy ETF position peaked at $2.17M in Q1 2023.
  • 420 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.