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Joel Isaacson & Co’s iShares Global Clean Energy ETF ICLN Stock Holding History

Joel Isaacson & Co’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 		– Sell
-10,218
Closed -$168K – 466
2025
Q4 		$168K Buy
+10,218
New +$170K 0.01% 444
2025
Q1 		– Sell
-24,240
Closed -$276K – 409
2024
Q4 		$276K Buy
24,240
+1,312
+6% +$16.6K 0.01% 310
2024
Q3 		$337K Buy
+22,928
New +$323K 0.02% 275
2023
Q3 		– Sell
-16,702
Closed -$307K – 314
2023
Q2 		$307K Buy
16,702
+14
+0.1% +$263 0.02% 250
2023
Q1 		$330K Buy
+16,688
New +$331K 0.02% 239

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Joel Isaacson & Co's ICLN Position: Q1 2026 in Review

Joel Isaacson & Co sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2026, closing a stake of 10,218 shares — an estimated $168K sold.

Joel Isaacson & Co first reported a position in ICLN in Q1 2023 and held it in 5 quarters. The position peaked at $337K in Q3 2024. 423 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

  • Joel Isaacson & Co reported no remaining iShares Global Clean Energy ETF position as of Q1 2026 after selling out during the quarter.
  • Joel Isaacson & Co sold 10,218 iShares Global Clean Energy ETF shares in Q1 2026, an estimated $168K.
  • Joel Isaacson & Co first reported a position in iShares Global Clean Energy ETF in Q1 2023 and held it in 5 quarters.
  • Joel Isaacson & Co's iShares Global Clean Energy ETF position peaked at $337K in Q3 2024.
  • 423 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.