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Liberty Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Liberty Wealth Management’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
Q2 		– Sell
-26,171
Closed -$299K – 232
2025
Q1 		$299K Buy
26,171
+1,750
+7% +$20K 0.06% 120
2024
Q4 		$278K Buy
24,421
+1,176
+5% +$14.9K 0.05% 165
2024
Q3 		$341K Buy
23,245
+1,332
+6% +$18.8K 0.06% 149
2024
Q2 		$291K Buy
21,913
+733
+3% +$10.3K 0.05% 162
2024
Q1 		$296K Buy
21,180
+999
+5% +$14.1K 0.06% 145
2023
Q4 		$299K Buy
20,181
+3,937
+24% +$55.4K 0.06% 130
2023
Q3 		$237K Buy
16,244
+632
+4% +$10.6K 0.06% 152
2023
Q2 		$287K Buy
15,612
+556
+4% +$10.5K 0.07% 142
2023
Q1 		$298K Buy
+15,056
New +$298K 0.06% 176
2022
Q3 		$283K Buy
14,856
+161
+1% +$3.43K 0.08% 111
2022
Q2 		$279K Buy
14,695
+852
+6% +$16.6K 0.11% 109
2022
Q1 		$297K Buy
+13,843
New +$271K 0.11% 110
2021
Q4 		– Sell
-11,186
Closed -$257K – 148
2021
Q3 		$244K Buy
11,186
+1,241
+12% +$28.3K 0.09% 141
2021
Q2 		$232K Buy
9,945
+8,917
+867% +$204K 0.09% 116
2021
Q1 		$31K Hold
1,028
– – 0.02% 381
2020
Q4 		$31K Buy
+1,028
New +$23.1K 0.02% 379

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Liberty Wealth Management's ICLN Position: Q2 2025 in Review

Liberty Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2025, closing a stake of 26,171 shares — an estimated $299K sold.

Liberty Wealth Management first reported a position in ICLN in Q4 2020 and held it in 16 quarters. The position peaked at $341K in Q3 2024. 379 funds tracked by Wall St. Rank hold ICLN as of Q2 2025.

  • Liberty Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Liberty Wealth Management sold 26,171 iShares Global Clean Energy ETF shares in Q2 2025, an estimated $299K.
  • Liberty Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 16 quarters.
  • Liberty Wealth Management's iShares Global Clean Energy ETF position peaked at $341K in Q3 2024.
  • 379 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2025.

Based on Liberty Wealth Management's 13F filing for Q2 2025, filed 1 Aug 2025.