Lindbrook Capital’s iShares Global Clean Energy ETF ICLN Stock Holding History

Lindbrook Capital’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 Q1	$31.6K	Sell	2,765 -150	-5%	-$1.71K	﹤0.01%	1166
2024 Q4	$33.2K	Sell	2,915 -5,051	-63%	-$63.9K	﹤0.01%	995
2024 Q3	$117K	Hold	7,966	–	–	0.01%	518
2024 Q2	$106K	Hold	7,966	–	–	0.01%	524
2024 Q1	$111K	Sell	7,966 -165	-2%	-$2.33K	0.01%	499
2023 Q4	$127K	Hold	8,131	–	–	0.01%	455
2023 Q3	$119K	Hold	8,131	–	–	0.01%	421
2023 Q2	$150K	Sell	8,131 -39	-0.5%	-$733	0.02%	392
2023 Q1	$162K	Sell	8,170 -106	-1%	-$2.1K	0.02%	365
2022 Q4	$164K	Hold	8,276	–	–	0.02%	372
2022 Q3	$158K	Hold	8,276	–	–	0.03%	321
2022 Q2	$158K	Buy	8,276 +1	+0%	+$19	0.03%	334
2022 Q1	$178K	Sell	8,275 -4,475	-35%	-$87.6K	0.03%	318
2021 Q4	$270K	Buy	12,750 +12,650	+12,650%	+$291K	0.04%	243
2021 Q3	$2K	Hold	100	–	–	﹤0.01%	1549
2021 Q2	$2K	Hold	100	–	–	﹤0.01%	1598
2021 Q1	$2K	Buy	100 +72	+257%	+$2.01K	﹤0.01%	1554
2020 Q4	$1K	Buy	+28	New	+$629	﹤0.01%	1627

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lindbrook Capital's ICLN Position: Q1 2025 in Review

Lindbrook Capital reduced its iShares Global Clean Energy ETF (ICLN) stake by 5.1% in Q1 2025, selling an estimated $1.71K and leaving 2,765 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Lindbrook Capital first reported a position in ICLN in Q4 2020 and has held it in 18 quarters since. The position peaked at $270K in Q4 2021. 403 funds tracked by Wall St. Rank hold ICLN as of Q1 2025.

Lindbrook Capital held 2,765 shares of iShares Global Clean Energy ETF worth $31.6K as of Q1 2025.
Lindbrook Capital sold 150 iShares Global Clean Energy ETF shares in Q1 2025, an estimated $1.71K.
iShares Global Clean Energy ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1166 holding.
Lindbrook Capital first reported a position in iShares Global Clean Energy ETF in Q4 2020 and has held it in 18 quarters since.
Lindbrook Capital's iShares Global Clean Energy ETF position peaked at $270K in Q4 2021.
403 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.