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Laurel Wealth Advisors (North Carolina)’s iShares Global Clean Energy ETF ICLN Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-7,960
Closed -$131K – 401
2025
Q4 		$131K Buy
+7,960
New +$133K 0.02% 224
2025
Q2 		– Sell
-4,299
Closed -$49.1K – 408
2025
Q1 		$49.1K Sell
4,299
-5,000
-54% -$57K 0.01% 315
2024
Q4 		$106K Sell
9,299
-8,491
-48% -$107K 0.02% 228
2024
Q3 		$261K Sell
17,790
-824
-4% -$11.6K 0.04% 160
2024
Q2 		$248K Sell
18,614
-1,676
-8% -$23.5K 0.04% 160
2024
Q1 		$284K Sell
20,290
-5,650
-22% -$79.6K 0.05% 150
2023
Q4 		$404K Sell
25,940
-5,265
-17% -$74K 0.08% 127
2023
Q3 		$456K Buy
31,205
+930
+3% +$15.6K 0.1% 124
2023
Q2 		$557K Sell
30,275
-1,180
-4% -$22.2K 0.11% 117
2023
Q1 		$622K Buy
31,455
+3,550
+13% +$70.3K 0.13% 115
2022
Q4 		$554K Buy
27,905
+450
+2% +$8.85K 0.13% 114
2022
Q3 		$524K Buy
27,455
+3,255
+13% +$69.4K 0.13% 112
2022
Q2 		$461K Sell
24,200
-5,450
-18% -$106K 0.11% 115
2022
Q1 		$638K Sell
29,650
-17,100
-37% -$335K 0.13% 114
2021
Q4 		$990K Sell
46,750
-1,900
-4% -$43.7K 0.2% 94
2021
Q3 		$1.05M Sell
48,650
-12,063
-20% -$275K 0.23% 85
2021
Q2 		$1.42M Buy
60,713
+10,588
+21% +$242K 0.31% 74
2021
Q1 		$1.22M Buy
50,125
+9,775
+24% +$273K 0.3% 74
2020
Q4 		$1.14M Buy
+40,350
New +$907K 0.3% 76

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

Laurel Wealth Advisors (North Carolina)'s ICLN Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2026, closing a stake of 7,960 shares — an estimated $131K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in ICLN in Q4 2020 and held it in 19 quarters. The position peaked at $1.42M in Q2 2021. 423 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares Global Clean Energy ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 7,960 iShares Global Clean Energy ETF shares in Q1 2026, an estimated $131K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 19 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares Global Clean Energy ETF position peaked at $1.42M in Q2 2021.
  • 423 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.