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

Congress 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	$341K	Buy	25,998 +7,470	+40%	+$91.6K	﹤0.01%	1029
2025 Q1	$212K	Buy	18,528 +4,883	+36%	+$55.7K	﹤0.01%	1025
2024 Q4	$155K	Sell	13,645 -1,106	-7%	-$14K	﹤0.01%	863
2024 Q3	$217K	Buy	+14,751	New	+$208K	﹤0.01%	804
2024 Q2	–	Sell	-16,176	Closed	-$226K	–	723
2024 Q1	$226K	Sell	16,176 -399	-2%	-$5.62K	﹤0.01%	553
2023 Q4	$258K	Buy	16,575 +2,547	+18%	+$35.8K	﹤0.01%	554
2023 Q3	$205K	Buy	14,028 +3,155	+29%	+$52.9K	﹤0.01%	582
2023 Q2	$200K	Sell	10,873 -306	-3%	-$5.75K	﹤0.01%	543
2023 Q1	$221K	Buy	+11,179	New	+$221K	0.01%	524
2022 Q2	–	Sell	-20,603	Closed	-$443K	–	583
2022 Q1	$443K	Buy	20,603 +6,827	+50%	+$134K	0.01%	455
2021 Q4	$292K	Buy	+13,776	New	+$317K	0.01%	541

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

Congress Wealth Management increased its iShares Global Clean Energy ETF (ICLN) stake by 40% in Q2 2025, buying an estimated $91.6K and bringing the position to 25,998 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Congress Wealth Management first reported a position in ICLN in Q4 2021 and has held it in 11 quarters since. The position peaked at $443K in Q1 2022. 379 funds tracked by Wall St. Rank hold ICLN as of Q2 2025.

Congress Wealth Management held 25,998 shares of iShares Global Clean Energy ETF worth $341K as of Q2 2025.
Congress Wealth Management bought 7,470 iShares Global Clean Energy ETF shares in Q2 2025, an estimated $91.6K.
iShares Global Clean Energy ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1029 holding.
Congress Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2021 and has held it in 11 quarters since.
Congress Wealth Management's iShares Global Clean Energy ETF position peaked at $443K in Q1 2022.
379 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.