EFS
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Essex Financial Services’s iShares Global Clean Energy ETF ICLN Stock Holding History

Essex Financial Services’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
Q1 		– Sell
-12,308
Closed -$140K – 649
2024
Q4 		$140K Sell
12,308
-2,579
-17% -$32.6K 0.01% 617
2024
Q3 		$198K Sell
14,887
-1,966
-12% -$27.7K 0.01% 602
2024
Q2 		$234K Buy
16,853
+4,223
+33% +$59.1K 0.02% 539
2024
Q1 		$177K Sell
12,630
-225
-2% -$3.17K 0.02% 521
2023
Q4 		$200K Sell
12,855
-1,106
-8% -$15.6K 0.02% 486
2023
Q3 		$204K Sell
13,961
-217
-2% -$3.64K 0.02% 444
2023
Q2 		$261K Sell
14,178
-1,437
-9% -$27K 0.03% 394
2023
Q1 		$309K Sell
15,615
-53
-0.3% -$1.05K 0.03% 379
2022
Q4 		$311K Sell
15,668
-9,572
-38% -$188K 0.03% 354
2022
Q3 		$482K Buy
25,240
+224
+0.9% +$4.77K 0.06% 262
2022
Q2 		$477K Buy
25,016
+525
+2% +$10.2K 0.05% 279
2022
Q1 		$527K Buy
24,491
+736
+3% +$14.4K 0.05% 282
2021
Q4 		$503K Buy
23,755
+8,234
+53% +$189K 0.05% 283
2021
Q3 		$336K Buy
15,521
+3,124
+25% +$71.2K 0.04% 325
2021
Q2 		$301K Hold
12,397
– – 0.04% 330
2021
Q1 		$301K Buy
12,397
+3,400
+38% +$95.1K 0.05% 270
2020
Q4 		$254K Buy
+8,997
New +$202K 0.05% 267

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Essex Financial Services's ICLN Position: Q1 2025 in Review

Essex Financial Services sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2025, closing a stake of 12,308 shares — an estimated $140K sold.

Essex Financial Services first reported a position in ICLN in Q4 2020 and held it in 17 quarters. The position peaked at $527K in Q1 2022. 406 funds tracked by Wall St. Rank hold ICLN as of Q1 2025.

  • Essex Financial Services reported no remaining iShares Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Essex Financial Services sold 12,308 iShares Global Clean Energy ETF shares in Q1 2025, an estimated $140K.
  • Essex Financial Services first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 17 quarters.
  • Essex Financial Services's iShares Global Clean Energy ETF position peaked at $527K in Q1 2022.
  • 406 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2025.

Based on Essex Financial Services's 13F filing for Q1 2025, filed 25 Apr 2025.