Concord Wealth Partners
ICLN icon

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

Concord Wealth 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
Q3 		$4.47K Hold
263
– – ﹤0.01% 651
2026
Q2 		$5.38K Buy
+263
New +$5.45K ﹤0.01% 650
2025
Q1 		– Sell
-245
Closed -$2.79K – 880
2024
Q4 		$2.79K Hold
245
– – ﹤0.01% 680
2024
Q3 		$3.6K Hold
245
– – ﹤0.01% 683
2024
Q2 		$3.26K Sell
245
-2,300
-90% -$32.2K ﹤0.01% 623
2024
Q1 		$35.6K Buy
2,545
+2,300
+939% +$32.4K 0.01% 403
2023
Q4 		$3.82K Sell
245
-2,100
-90% -$29.5K ﹤0.01% 663
2023
Q3 		$34.3K Hold
2,345
– – 0.01% 427
2023
Q2 		$43.1K Sell
2,345
-51
-2% -$959 0.01% 387
2023
Q1 		$47.4K Sell
2,396
-3
-0.1% -$59 0.01% 356
2022
Q4 		$47.6K Buy
+2,399
New +$47.2K 0.01% 381
2022
Q3 		– Sell
-2,154
Closed -$41K – 599
2022
Q2 		$41K Hold
2,154
– – 0.01% 404
2022
Q1 		$46K Sell
2,154
-665
-24% -$13K 0.01% 458
2021
Q4 		$60K Buy
2,819
+384
+16% +$8.83K 0.01% 425
2021
Q3 		$53K Hold
2,435
– – 0.02% 212
2021
Q2 		$57K Buy
2,435
+85
+4% +$1.94K 0.02% 332
2021
Q1 		$57K Buy
2,350
+250
+12% +$6.99K 0.02% 315
2020
Q4 		$59K Buy
+2,100
New +$47.2K 0.05% 185

Other funds holding ICLN

AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.97% 1-Year Est. Return
Sava Pension Fund (Sava Penzisko Drushtvo)
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $382M AUM 18.67% 1-Year Est. Return

Concord Wealth Partners's ICLN Position: Q3 2026 in Review

Concord Wealth Partners held its iShares Global Clean Energy ETF (ICLN) position steady in Q3 2026 at 263 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Concord Wealth Partners first reported a position in ICLN in Q4 2020 and has held it in 18 quarters since. The position peaked at $60K in Q4 2021. 393 funds tracked by Wall St. Rank hold ICLN as of Q3 2026.

  • Concord Wealth Partners held 263 shares of iShares Global Clean Energy ETF worth $4.47K as of Q3 2026.
  • Concord Wealth Partners left its iShares Global Clean Energy ETF share count unchanged in Q3 2026.
  • iShares Global Clean Energy ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #651 holding.
  • Concord Wealth Partners first reported a position in iShares Global Clean Energy ETF in Q4 2020 and has held it in 18 quarters since.
  • Concord Wealth Partners's iShares Global Clean Energy ETF position peaked at $60K in Q4 2021.
  • 393 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.