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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 $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 17.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
GF
Gimbal Financial Carmel, Indiana $167M AUM 29.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
FCC
Florin Court Capital London, United Kingdom $26.5M AUM 34.2% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return