Kestra Advisory Services’s iShares Global Clean Energy ETF ICLN Stock Holding History

Kestra Advisory Services’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	$998K	Buy	54,565 +14,130	+35%	+$257K	﹤0.01%	1738
2025 Q4	$664K	Sell	40,435 -3,081	-7%	-$51.4K	﹤0.01%	1947
2025 Q3	$674K	Sell	43,516 -5,754	-12%	-$81.5K	﹤0.01%	1865
2025 Q2	$646K	Buy	49,270 +19,269	+64%	+$236K	﹤0.01%	1799
2025 Q1	$343K	Sell	30,001 -2,321	-7%	-$26.5K	﹤0.01%	2075
2024 Q4	$368K	Sell	32,322 -13,540	-30%	-$171K	﹤0.01%	2089
2024 Q3	$674K	Sell	45,862 -52,145	-53%	-$734K	﹤0.01%	1568
2024 Q2	$1.26M	Buy	98,007 +19,345	+25%	+$271K	0.01%	1191
2024 Q1	$1.1M	Sell	78,662 -2,535	-3%	-$35.7K	0.01%	1181
2023 Q4	$1.26M	Sell	81,197 -6,961	-8%	-$97.9K	0.01%	1004
2023 Q3	$1.29M	Buy	88,158 +8,776	+11%	+$147K	0.01%	876
2023 Q2	$1.46M	Sell	79,382 -24,263	-23%	-$456K	0.01%	812
2023 Q1	$2.05M	Sell	103,645 -66,436	-39%	-$1.32M	0.02%	642
2022 Q4	$3.38M	Buy	170,081 +1,384	+0.8%	+$27.2K	0.03%	552
2022 Q3	$3.22M	Sell	168,697 -115,515	-41%	-$2.46M	0.03%	495
2022 Q2	$5.41M	Sell	284,212 -29,791	-9%	-$581K	0.06%	347
2022 Q1	$6.76M	Sell	314,003 -16,542	-5%	-$324K	0.07%	300
2021 Q4	$7M	Buy	330,545 +8,809	+3%	+$203K	0.07%	290
2021 Q3	$6.97M	Sell	321,736 -5,015	-2%	-$114K	0.07%	302
2021 Q2	$7.67M	Sell	326,751 -23,541	-7%	-$537K	0.09%	257
2021 Q1	$8.51M	Buy	350,292 +112,514	+47%	+$3.15M	0.11%	218
2020 Q4	$6.73M	Buy	237,778 +121,960	+105%	+$2.74M	0.08%	278
2020 Q3	$2.14M	Buy	+115,818	New	+$1.81M	0.04%	417

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kestra Advisory Services's ICLN Position: Q1 2026 in Review

Kestra Advisory Services increased its iShares Global Clean Energy ETF (ICLN) stake by 35% in Q1 2026, buying an estimated $257K and bringing the position to 54,565 shares worth $998K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Kestra Advisory Services first reported a position in ICLN in Q3 2020 and has held it in 23 quarters since. The position peaked at $8.51M in Q1 2021. 420 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

Kestra Advisory Services held 54,565 shares of iShares Global Clean Energy ETF worth $998K as of Q1 2026.
Kestra Advisory Services bought 14,130 iShares Global Clean Energy ETF shares in Q1 2026, an estimated $257K.
iShares Global Clean Energy ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1738 holding.
Kestra Advisory Services first reported a position in iShares Global Clean Energy ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's iShares Global Clean Energy ETF position peaked at $8.51M in Q1 2021.
420 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.