Evelyn Partners Asset Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Evelyn Partners Asset 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
2026 Q1	$38K	Buy	2,080 +319	+18%	+$5.81K	0.01%	187
2025 Q4	$28.9K	Hold	1,761	–	–	0.01%	186
2025 Q3	$27.3K	Hold	1,761	–	–	0.01%	184
2025 Q2	$23.1K	Hold	1,761	–	–	0.01%	175
2025 Q1	$20.1K	Hold	1,761	–	–	0.01%	182
2024 Q4	$20K	Buy	+1,761	New	+$22.3K	0.01%	183

Other funds holding ICLN

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Evelyn Partners Asset Management's ICLN Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its iShares Global Clean Energy ETF (ICLN) stake by 18% in Q1 2026, buying an estimated $5.81K and bringing the position to 2,080 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #187.

Evelyn Partners Asset Management first reported a position in ICLN in Q4 2024 and has held it in 6 quarters since. 423 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

Evelyn Partners Asset Management held 2,080 shares of iShares Global Clean Energy ETF worth $38K as of Q1 2026.
Evelyn Partners Asset Management bought 319 iShares Global Clean Energy ETF shares in Q1 2026, an estimated $5.81K.
iShares Global Clean Energy ETF made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #187 holding.
Evelyn Partners Asset Management first reported a position in iShares Global Clean Energy ETF in Q4 2024 and has held it in 6 quarters since.
423 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.