Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

Kovitz Investment Group Partners’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
-14,919
Closed -$231K – 844
2025
Q3 		$231K Buy
14,919
+2,016
+16% +$28.5K ﹤0.01% 1300
2025
Q2 		$169K Buy
12,903
+1,200
+10% +$14.7K ﹤0.01% 1294
2025
Q1 		$134K Buy
11,703
+1
+0% +$11 ﹤0.01% 1199
2024
Q4 		$133K Sell
11,702
-625
-5% -$7.91K ﹤0.01% 1194
2024
Q3 		$47.9K Buy
+12,327
New +$174K ﹤0.01% 1007

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
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return

Kovitz Investment Group Partners's ICLN Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2025, closing a stake of 14,919 shares — an estimated $231K sold.

Kovitz Investment Group Partners first reported a position in ICLN in Q3 2024 and held it in 5 quarters. The position peaked at $231K in Q3 2025. 415 funds tracked by Wall St. Rank hold ICLN as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares Global Clean Energy ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 14,919 iShares Global Clean Energy ETF shares in Q4 2025, an estimated $231K.
  • Kovitz Investment Group Partners first reported a position in iShares Global Clean Energy ETF in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's iShares Global Clean Energy ETF position peaked at $231K in Q3 2025.
  • 415 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.