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CGC Financial Services’s iShares Global Clean Energy ETF ICLN Stock Holding History

CGC Financial Services’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 		– Sell
-3
Closed -$49 – 344
2025
Q4 		$49 Hold
3
– – ﹤0.01% 337
2025
Q3 		$46 Hold
3
– – ﹤0.01% 342
2025
Q2 		$39 Hold
3
– – ﹤0.01% 328
2025
Q1 		$34 Hold
3
– – ﹤0.01% 334
2024
Q4 		$34 Hold
3
– – ﹤0.01% 342
2024
Q3 		$44 Hold
3
– – ﹤0.01% 345
2024
Q2 		$40 Hold
3
– – ﹤0.01% 349
2024
Q1 		$42 Hold
3
– – ﹤0.01% 357
2023
Q4 		$47 Hold
3
– – ﹤0.01% 369
2023
Q3 		$44 Buy
+3
New +$50 ﹤0.01% 336

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

CGC Financial Services's ICLN Position: Q1 2026 in Review

CGC Financial Services sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2026, closing a stake of 3 shares — an estimated $49 sold.

CGC Financial Services first reported a position in ICLN in Q3 2023 and held it in 10 quarters. The position peaked at $49 in Q4 2025. 423 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

  • CGC Financial Services reported no remaining iShares Global Clean Energy ETF position as of Q1 2026 after selling out during the quarter.
  • CGC Financial Services sold 3 iShares Global Clean Energy ETF shares in Q1 2026, an estimated $49.
  • CGC Financial Services first reported a position in iShares Global Clean Energy ETF in Q3 2023 and held it in 10 quarters.
  • CGC Financial Services's iShares Global Clean Energy ETF position peaked at $49 in Q4 2025.
  • 423 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on CGC Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.