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Gimbal Financial’s iShares Global Clean Energy ETF ICLN Stock Holding History

Gimbal Financial’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
Q3 		$17.6M Buy
+1,136,146
New +$16.1M 10.56% 2

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 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
FCC
Florin Court Capital London, United Kingdom $26.5M AUM 34.2% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gimbal Financial's ICLN Position: Q3 2025 in Review

Gimbal Financial opened a new position in iShares Global Clean Energy ETF (ICLN) in Q3 2025: 1,136,146 shares worth $17.6M. The stake represents 10.56% of the portfolio and ranks #2 among its holdings.

371 funds tracked by Wall St. Rank hold ICLN as of Q3 2025.

  • Gimbal Financial held 1,136,146 shares of iShares Global Clean Energy ETF worth $17.6M as of Q3 2025.
  • iShares Global Clean Energy ETF was a new Gimbal Financial position in Q3 2025.
  • iShares Global Clean Energy ETF made up 10.56% of Gimbal Financial's portfolio in Q3 2025, its #2 holding.
  • 371 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2025.

Based on Gimbal Financial's 13F filing for Q3 2025, filed 4 Nov 2025.