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Elwood & Goetz Wealth Advisory Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Elwood & Goetz Wealth Advisory Group’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
-10,116
Closed -$116K – 116
2025
Q1 		$116K Buy
+10,116
New +$115K 0.03% 98

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 17.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's ICLN Position: Q2 2025 in Review

Elwood & Goetz Wealth Advisory Group sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2025, closing a stake of 10,116 shares — an estimated $116K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in ICLN in Q1 2025 and held it in 1 quarter. The position peaked at $116K in Q1 2025. 377 funds tracked by Wall St. Rank hold ICLN as of Q2 2025.

  • Elwood & Goetz Wealth Advisory Group reported no remaining iShares Global Clean Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 10,116 iShares Global Clean Energy ETF shares in Q2 2025, an estimated $116K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in iShares Global Clean Energy ETF in Q1 2025 and held it in 1 quarter.
  • Elwood & Goetz Wealth Advisory Group's iShares Global Clean Energy ETF position peaked at $116K in Q1 2025.
  • 377 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2025.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2025, filed 17 Jul 2025.