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Family Legacy Financial Solutions’s iShares Global Clean Energy ETF ICLN Stock Holding History

Family Legacy Financial 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
Q4 		– Sell
-1,928
Closed -$29.8K – 128
2025
Q3 		$29.8K Buy
1,928
+1
+0.1% +$14 0.02% 112
2025
Q2 		$25.3K Buy
+1,927
New +$23.6K 0.02% 113

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 17.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return

Family Legacy Financial Solutions's ICLN Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2025, closing a stake of 1,928 shares — an estimated $29.8K sold.

Family Legacy Financial Solutions first reported a position in ICLN in Q2 2025 and held it in 2 quarters. The position peaked at $29.8K in Q3 2025. 414 funds tracked by Wall St. Rank hold ICLN as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining iShares Global Clean Energy ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 1,928 iShares Global Clean Energy ETF shares in Q4 2025, an estimated $29.8K.
  • Family Legacy Financial Solutions first reported a position in iShares Global Clean Energy ETF in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's iShares Global Clean Energy ETF position peaked at $29.8K in Q3 2025.
  • 414 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.