Focus Partners Wealth
ICLN icon

Focus Partners Wealth’s iShares Global Clean Energy ETF ICLN Stock Holding History

Focus Partners Wealth’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 		$1.68M Buy
92,052
+3,429
+4% +$62.4K ﹤0.01% 1395
2025
Q4 		$1.46M Buy
88,623
+7,829
+10% +$131K ﹤0.01% 1468
2025
Q3 		$1.25M Sell
80,794
-7,706
-9% -$109K ﹤0.01% 1198
2025
Q2 		$1.16M Buy
88,500
+12,984
+17% +$159K ﹤0.01% 1082
2025
Q1 		$862K Buy
75,516
+8,257
+12% +$94.2K ﹤0.01% 1114
2024
Q4 		$765K Buy
67,259
+10,601
+19% +$134K ﹤0.01% 1154
2024
Q3 		$832K Buy
56,658
+25,376
+81% +$357K ﹤0.01% 989
2024
Q2 		$416K Buy
31,282
+16,536
+112% +$232K ﹤0.01% 989
2024
Q1 		$206K Sell
14,746
-12,779
-46% -$180K ﹤0.01% 931
2023
Q4 		$429K Buy
+27,525
New +$387K 0.01% 605

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Focus Partners Wealth's ICLN Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares Global Clean Energy ETF (ICLN) stake by 3.9% in Q1 2026, buying an estimated $62.4K and bringing the position to 92,052 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

Focus Partners Wealth first reported a position in ICLN in Q4 2023 and has held it in 10 quarters since. 420 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

  • Focus Partners Wealth held 92,052 shares of iShares Global Clean Energy ETF worth $1.68M as of Q1 2026.
  • Focus Partners Wealth bought 3,429 iShares Global Clean Energy ETF shares in Q1 2026, an estimated $62.4K.
  • iShares Global Clean Energy ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1395 holding.
  • Focus Partners Wealth first reported a position in iShares Global Clean Energy ETF in Q4 2023 and has held it in 10 quarters since.
  • 420 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.