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Joel Adams & Associates’s iShares Global Clean Energy ETF ICLN Stock Holding History

Joel Adams & Associates’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
-11,958
Closed -$185K – 65
2025
Q3 		$185K Hold
11,958
– – 0.15% 63
2025
Q2 		$157K Buy
11,958
+1,441
+14% +$17.7K 0.14% 61
2025
Q1 		$120K Hold
10,517
– – 0.11% 61
2024
Q4 		$120K Buy
+10,517
New +$133K 0.11% 58

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 $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 7.91% 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

Joel Adams & Associates's ICLN Position: Q4 2025 in Review

Joel Adams & Associates sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2025, closing a stake of 11,958 shares — an estimated $185K sold.

Joel Adams & Associates first reported a position in ICLN in Q4 2024 and held it in 4 quarters. The position peaked at $185K in Q3 2025. 415 funds tracked by Wall St. Rank hold ICLN as of Q4 2025.

  • Joel Adams & Associates reported no remaining iShares Global Clean Energy ETF position as of Q4 2025 after selling out during the quarter.
  • Joel Adams & Associates sold 11,958 iShares Global Clean Energy ETF shares in Q4 2025, an estimated $185K.
  • Joel Adams & Associates first reported a position in iShares Global Clean Energy ETF in Q4 2024 and held it in 4 quarters.
  • Joel Adams & Associates's iShares Global Clean Energy ETF position peaked at $185K in Q3 2025.
  • 415 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2025.

Based on Joel Adams & Associates's 13F filing for Q4 2025, filed 27 Jan 2026.