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

Marks Group 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
Q3 		– Sell
-15,710
Closed -$206K – 299
2025
Q2 		$206K Hold
15,710
– – 0.02% 286
2025
Q1 		$179K Hold
15,710
– – 0.02% 295
2024
Q4 		$179K Hold
15,710
– – 0.02% 282
2024
Q3 		$231K Hold
15,710
– – 0.02% 283
2024
Q2 		$209K Hold
15,710
– – 0.02% 286
2024
Q1 		$220K Hold
15,710
– – 0.02% 290
2023
Q4 		$245K Hold
15,710
– – 0.03% 274
2023
Q3 		$230K Hold
15,710
– – 0.03% 263
2023
Q2 		$289K Sell
15,710
-2,591
-14% -$48.7K 0.03% 251
2023
Q1 		$362K Hold
18,301
– – 0.05% 231
2022
Q4 		$363K Buy
18,301
+2,270
+14% +$44.6K 0.05% 230
2022
Q3 		$306K Sell
16,031
-124
-0.8% -$2.64K 0.05% 235
2022
Q2 		$308K Buy
16,155
+124
+0.8% +$2.42K 0.04% 246
2022
Q1 		$345K Hold
16,031
– – 0.04% 260
2021
Q4 		$339K Buy
+16,031
New +$369K 0.04% 261

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GF
Gimbal Financial Carmel, Indiana $163M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FCC
Florin Court Capital London, United Kingdom $61.2M AUM 41.57% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Marks Group Wealth Management's ICLN Position: Q3 2025 in Review

Marks Group Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2025, closing a stake of 15,710 shares — an estimated $206K sold.

Marks Group Wealth Management first reported a position in ICLN in Q4 2021 and held it in 15 quarters. The position peaked at $363K in Q4 2022. 372 funds tracked by Wall St. Rank hold ICLN as of Q3 2025.

  • Marks Group Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q3 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 15,710 iShares Global Clean Energy ETF shares in Q3 2025, an estimated $206K.
  • Marks Group Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2021 and held it in 15 quarters.
  • Marks Group Wealth Management's iShares Global Clean Energy ETF position peaked at $363K in Q4 2022.
  • 372 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2025.

Based on Marks Group Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.