Exchange Capital Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Exchange Capital 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	$802K	Buy	61,183 +9,001	+17%	+$110K	0.12%	141
2025 Q1	$596K	Buy	52,182 +9,160	+21%	+$104K	0.1%	151
2024 Q4	$490K	Buy	43,022 +6,296	+17%	+$79.6K	0.08%	155
2024 Q3	$540K	Buy	36,726 +3,384	+10%	+$47.7K	0.09%	149
2024 Q2	$444K	Buy	33,342 +4,499	+16%	+$63K	0.07%	154
2024 Q1	$403K	Buy	28,843 +1,419	+5%	+$20K	0.07%	160
2023 Q4	$427K	Buy	27,424 +4,809	+21%	+$67.6K	0.08%	150
2023 Q3	$331K	Buy	22,615 +772	+4%	+$13K	0.06%	155
2023 Q2	$402K	Buy	21,843 +2,114	+11%	+$39.8K	0.07%	148
2023 Q1	$390K	Buy	19,729 +1,549	+9%	+$30.7K	0.08%	144
2022 Q4	$361K	Buy	18,180 +492	+3%	+$9.67K	0.08%	140
2022 Q3	$338K	Buy	17,688 +466	+3%	+$9.93K	0.08%	142
2022 Q2	$328K	Sell	17,222 -60	-0.3%	-$1.17K	0.07%	144
2022 Q1	$372K	Buy	17,282 +1,388	+9%	+$27.2K	0.07%	143
2021 Q4	$336K	Buy	15,894 +1,613	+11%	+$37.1K	0.06%	151
2021 Q3	$309K	Buy	14,281 +1,012	+8%	+$23.1K	0.06%	152
2021 Q2	$311K	Buy	13,269 +786	+6%	+$17.9K	0.06%	150
2021 Q1	$303K	Buy	12,483 +1,001	+9%	+$28K	0.06%	150
2020 Q4	$324K	Buy	+11,482	New	+$258K	0.07%	144

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

Exchange Capital Management's ICLN Position: Q2 2025 in Review

Exchange Capital Management increased its iShares Global Clean Energy ETF (ICLN) stake by 17% in Q2 2025, buying an estimated $110K and bringing the position to 61,183 shares worth $802K. The position accounts for 0.12% of the portfolio, ranked #141.

Exchange Capital Management first reported a position in ICLN in Q4 2020 and has held it in 19 quarters since. 379 funds tracked by Wall St. Rank hold ICLN as of Q2 2025.

Exchange Capital Management held 61,183 shares of iShares Global Clean Energy ETF worth $802K as of Q2 2025.
Exchange Capital Management bought 9,001 iShares Global Clean Energy ETF shares in Q2 2025, an estimated $110K.
iShares Global Clean Energy ETF made up 0.12% of Exchange Capital Management's portfolio in Q2 2025, its #141 holding.
Exchange Capital Management first reported a position in iShares Global Clean Energy ETF in Q4 2020 and has held it in 19 quarters since.
379 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.