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Larson Financial Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Larson Financial 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 		$6.43K Sell
352
-320
-48% -$5.83K ﹤0.01% 2477
2025
Q4 		$11K Sell
672
-80
-11% -$1.33K ﹤0.01% 2066
2025
Q3 		$11.6K Hold
752
– – ﹤0.01% 1937
2025
Q2 		$9.85K Buy
752
+51
+7% +$625 ﹤0.01% 1813
2025
Q1 		$8.01K Sell
701
-264
-27% -$3.01K ﹤0.01% 1718
2024
Q4 		$11K Hold
965
– – ﹤0.01% 1451
2024
Q3 		$14.2K Buy
965
+264
+38% +$3.72K ﹤0.01% 1344
2024
Q2 		$9.34K Sell
701
-156
-18% -$2.19K ﹤0.01% 1288
2024
Q1 		$12K Sell
857
-337
-28% -$4.75K ﹤0.01% 1001
2023
Q4 		$18.6K Sell
1,194
-396
-25% -$5.57K ﹤0.01% 870
2023
Q3 		$23.2K Sell
1,590
-384
-19% -$6.44K ﹤0.01% 776
2023
Q2 		$36.3K Sell
1,974
-112
-5% -$2.11K ﹤0.01% 615
2023
Q1 		$41.3K Hold
2,086
– – ﹤0.01% 591
2022
Q4 		$41.4K Buy
2,086
+1,054
+102% +$20.7K 0.01% 554
2022
Q3 		$20K Hold
1,032
– – ﹤0.01% 634
2022
Q2 		$20K Buy
1,032
+8
+0.8% +$156 ﹤0.01% 548
2022
Q1 		$22K Buy
1,024
+100
+11% +$1.96K ﹤0.01% 512
2021
Q4 		$20K Buy
924
+332
+56% +$7.64K ﹤0.01% 539
2021
Q3 		$13K Hold
592
– – ﹤0.01% 537
2021
Q2 		$14K Buy
592
+3
+0.5% +$68 ﹤0.01% 495
2021
Q1 		$14K Hold
589
– – ﹤0.01% 476
2020
Q4 		$17K Buy
589
+151
+34% +$3.4K 0.01% 402
2020
Q3 		$8K Hold
438
– – ﹤0.01% 470
2020
Q2 		$5K Buy
438
+2
+0.5% +$23 ﹤0.01% 481
2020
Q1 		$4K Hold
436
– – ﹤0.01% 388
2019
Q4 		$5K Sell
436
-2,241
-84% -$24.7K ﹤0.01% 367
2019
Q3 		$29K Hold
2,677
– – 0.02% 188
2019
Q2 		$28K Buy
2,677
+19
+0.7% +$193 0.02% 162
2019
Q1 		$26K Hold
2,658
– – 0.02% 153
2018
Q4 		$22K Buy
+2,658
New +$22.6K 0.02% 154

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

Larson Financial Group's ICLN Position: Q1 2026 in Review

Larson Financial Group reduced its iShares Global Clean Energy ETF (ICLN) stake by 48% in Q1 2026, selling an estimated $5.83K and leaving 352 shares worth $6.43K. The position accounts for ﹤0.01% of the portfolio, ranked #2477.

Larson Financial Group first reported a position in ICLN in Q4 2018 and has held it in 30 quarters since. The position peaked at $41.4K in Q4 2022. 420 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

  • Larson Financial Group held 352 shares of iShares Global Clean Energy ETF worth $6.43K as of Q1 2026.
  • Larson Financial Group sold 320 iShares Global Clean Energy ETF shares in Q1 2026, an estimated $5.83K.
  • iShares Global Clean Energy ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2477 holding.
  • Larson Financial Group first reported a position in iShares Global Clean Energy ETF in Q4 2018 and has held it in 30 quarters since.
  • Larson Financial Group's iShares Global Clean Energy ETF position peaked at $41.4K in Q4 2022.
  • 420 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

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