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Charter Oak Capital Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Charter Oak Capital 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
Q3 		– Sell
-20,875
Closed -$274K – 204
2025
Q2 		$274K Sell
20,875
-1,500
-7% -$18.4K 0.02% 171
2025
Q1 		$256K Sell
22,375
-450
-2% -$5.13K 0.02% 170
2024
Q4 		$260K Buy
22,825
+7,950
+53% +$101K 0.02% 160
2024
Q3 		$219K Buy
14,875
+1,272
+9% +$17.9K 0.02% 179
2024
Q2 		$181K Hold
13,603
– – 0.02% 174
2024
Q1 		$190K Buy
13,603
+3,350
+33% +$47.2K 0.02% 178
2023
Q4 		$160K Sell
10,253
-806
-7% -$11.3K 0.02% 166
2023
Q3 		$162K Buy
+11,059
New +$186K 0.02% 169
2022
Q3 		– Sell
-4,309
Closed -$82K – 476
2022
Q2 		$82K Hold
4,309
– – 0.01% 266
2022
Q1 		$93K Buy
4,309
+586
+16% +$11.5K 0.01% 267
2021
Q4 		$79K Sell
3,723
-61
-2% -$1.4K 0.01% 284
2021
Q3 		$82K Hold
3,784
– – 0.01% 269
2021
Q2 		$89K Buy
3,784
+124
+3% +$2.83K 0.01% 255
2021
Q1 		$89K Buy
+3,660
New +$102K 0.01% 251

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GF
Gimbal Financial Carmel, Indiana $163M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FCC
Florin Court Capital London, United Kingdom $61.2M AUM 41.57% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Charter Oak Capital Management's ICLN Position: Q3 2025 in Review

Charter Oak Capital Management sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2025, closing a stake of 20,875 shares — an estimated $274K sold.

Charter Oak Capital Management first reported a position in ICLN in Q1 2021 and held it in 14 quarters. The position peaked at $274K in Q2 2025. 372 funds tracked by Wall St. Rank hold ICLN as of Q3 2025.

  • Charter Oak Capital Management reported no remaining iShares Global Clean Energy ETF position as of Q3 2025 after selling out during the quarter.
  • Charter Oak Capital Management sold 20,875 iShares Global Clean Energy ETF shares in Q3 2025, an estimated $274K.
  • Charter Oak Capital Management first reported a position in iShares Global Clean Energy ETF in Q1 2021 and held it in 14 quarters.
  • Charter Oak Capital Management's iShares Global Clean Energy ETF position peaked at $274K in Q2 2025.
  • 372 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2025.

Based on Charter Oak Capital Management's 13F filing for Q3 2025, filed 30 Oct 2025.