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Dynamic Advisor Solutions’s iShares Global Clean Energy ETF ICLN Stock Holding History

Dynamic Advisor Solutions’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 		– Sell
-12,379
Closed -$141K – 912
2025
Q1 		$141K Sell
12,379
-3,250
-21% -$37.1K ﹤0.01% 822
2024
Q4 		$178K Sell
15,629
-282
-2% -$3.57K 0.01% 626
2024
Q3 		$234K Sell
15,911
-3,953
-20% -$55.7K 0.01% 835
2024
Q2 		$265K Buy
19,864
+671
+3% +$9.4K 0.01% 807
2024
Q1 		$268K Buy
19,193
+1,030
+6% +$14.5K 0.01% 787
2023
Q4 		$269K Buy
18,163
+2,816
+18% +$39.6K 0.01% 752
2023
Q3 		$224K Buy
+15,347
New +$258K 0.01% 749
2023
Q1 		– Sell
-11,732
Closed -$233K – 776
2022
Q4 		$233K Sell
11,732
-260
-2% -$5.11K 0.02% 622
2022
Q3 		$229K Sell
11,992
-12,369
-51% -$264K 0.02% 596
2022
Q2 		$464K Sell
24,361
-183
-0.7% -$3.57K 0.04% 416
2022
Q1 		$528K Sell
24,544
-1,210
-5% -$23.7K 0.04% 425
2021
Q4 		$545K Sell
25,754
-24,510
-49% -$564K 0.04% 403
2021
Q3 		$1.09M Sell
50,264
-6,573
-12% -$150K 0.08% 271
2021
Q2 		$1.33M Buy
56,837
+3,753
+7% +$85.7K 0.11% 227
2021
Q1 		$1.29M Sell
53,084
-326
-0.6% -$9.12K 0.12% 206
2020
Q4 		$1.51M Buy
53,410
+21,191
+66% +$476K 0.14% 172
2020
Q3 		$596K Buy
32,219
+21,563
+202% +$337K 0.07% 280
2020
Q2 		$133K Buy
+10,656
New +$120K 0.02% 508

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Dynamic Advisor Solutions's ICLN Position: Q2 2025 in Review

Dynamic Advisor Solutions sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2025, closing a stake of 12,379 shares — an estimated $141K sold.

Dynamic Advisor Solutions first reported a position in ICLN in Q2 2020 and held it in 18 quarters. The position peaked at $1.51M in Q4 2020. 379 funds tracked by Wall St. Rank hold ICLN as of Q2 2025.

  • Dynamic Advisor Solutions reported no remaining iShares Global Clean Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 12,379 iShares Global Clean Energy ETF shares in Q2 2025, an estimated $141K.
  • Dynamic Advisor Solutions first reported a position in iShares Global Clean Energy ETF in Q2 2020 and held it in 18 quarters.
  • Dynamic Advisor Solutions's iShares Global Clean Energy ETF position peaked at $1.51M in Q4 2020.
  • 379 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2025, filed 9 Jul 2025.