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Investmark Advisory Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Investmark Advisory Group’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 		$211K Buy
11,549
+25
+0.2% +$455 0.09% 130
2025
Q4 		$189K Buy
11,524
+50
+0.4% +$834 0.08% 133
2025
Q3 		$178K Hold
11,474
– – 0.08% 132
2025
Q2 		$150K Buy
11,474
+69
+0.6% +$846 0.07% 127
2025
Q1 		$130K Sell
11,405
-235
-2% -$2.68K 0.06% 117
2024
Q4 		$132K Buy
11,640
+1,007
+9% +$12.7K 0.07% 115
2024
Q3 		$156K Sell
10,633
-4,877
-31% -$68.7K 0.08% 120
2024
Q2 		$207K Buy
15,510
+1,296
+9% +$18.2K 0.11% 111
2024
Q1 		$199K Hold
14,214
– – 0.11% 113
2023
Q4 		$221K Buy
14,214
+63
+0.4% +$886 0.13% 103
2023
Q3 		$207K Hold
14,151
– – 0.14% 100
2023
Q2 		$260K Buy
14,151
+52
+0.4% +$978 0.17% 84
2023
Q1 		$279K Hold
14,099
– – 0.2% 80
2022
Q4 		$280K Buy
14,099
+14
+0.1% +$275 0.21% 81
2022
Q3 		$268K Hold
14,085
– – 0.24% 75
2022
Q2 		$268K Sell
14,085
-602
-4% -$11.7K 0.26% 62
2022
Q1 		$316K Buy
14,687
+2,859
+24% +$56K 0.33% 59
2021
Q4 		$250K Buy
+11,828
New +$272K 0.23% 76

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

Investmark Advisory Group's ICLN Position: Q1 2026 in Review

Investmark Advisory Group increased its iShares Global Clean Energy ETF (ICLN) stake by 0.22% in Q1 2026, buying an estimated $455 and bringing the position to 11,549 shares worth $211K. The position accounts for 0.09% of the portfolio, ranked #130.

Investmark Advisory Group first reported a position in ICLN in Q4 2021 and has held it in 18 quarters since. The position peaked at $316K in Q1 2022. 420 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

  • Investmark Advisory Group held 11,549 shares of iShares Global Clean Energy ETF worth $211K as of Q1 2026.
  • Investmark Advisory Group bought 25 iShares Global Clean Energy ETF shares in Q1 2026, an estimated $455.
  • iShares Global Clean Energy ETF made up 0.09% of Investmark Advisory Group's portfolio in Q1 2026, its #130 holding.
  • Investmark Advisory Group first reported a position in iShares Global Clean Energy ETF in Q4 2021 and has held it in 18 quarters since.
  • Investmark Advisory Group's iShares Global Clean Energy ETF position peaked at $316K in Q1 2022.
  • 420 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.