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Lido Advisors’s
iShares Global Clean Energy ETF
ICLN
Stock Holding History
Lido Advisors’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
$1.39M
Buy
75,985
+3,202
+4%
+$58.3K
0.01%
829
2025
Q4
$1.19M
Buy
72,783
+3,201
+5%
+$53.4K
﹤0.01%
936
2025
Q3
$1.08M
Buy
+69,582
New
+$985K
﹤0.01%
925
2024
Q4
–
Sell
-108,655
Closed
-$1.6M
–
1544
2024
Q3
$1.6M
Sell
108,655
-13,174
-11%
-$186K
0.01%
537
2024
Q2
$1.62M
Sell
121,829
-10,364
-8%
-$145K
0.01%
495
2024
Q1
$1.85M
Buy
132,193
+26,128
+25%
+$368K
0.02%
446
2023
Q4
$1.65M
Sell
106,065
-35,078
-25%
-$493K
0.02%
462
2023
Q3
$2.06M
Buy
141,143
+11,093
+9%
+$186K
0.02%
371
2023
Q2
$2.39M
Buy
130,050
+3,631
+3%
+$68.3K
0.03%
332
2023
Q1
$2.5M
Buy
126,419
+5,154
+4%
+$102K
0.03%
302
2022
Q4
$2.41M
Buy
121,265
+1,944
+2%
+$38.2K
0.04%
266
2022
Q3
$2.28M
Buy
+119,321
New
+$2.54M
0.05%
242
2021
Q4
–
Sell
-9,979
Closed
-$216K
–
1017
2021
Q3
$216K
Buy
+9,979
New
+$227K
﹤0.01%
887
Other funds holding ICLN
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$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B 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
$564B AUM
30.12%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of Nova Scotia
Toronto, Ontario, Canada
$57.1B AUM
35.3%
1-Year Est. Return
A
Allianz
Munich, Germany
$9.02B AUM
28.63%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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