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

Mascoma 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
-200
Closed -$2.28K – 479
2025
Q1 		$2.28K Hold
200
– – ﹤0.01% 450
2024
Q4 		$2.28K Sell
200
-341
-63% -$4.31K ﹤0.01% 466
2024
Q3 		$7.95K Sell
541
-300
-36% -$4.22K ﹤0.01% 340
2024
Q2 		$11.2K Sell
841
-900
-52% -$12.6K ﹤0.01% 324
2024
Q1 		$24.3K Sell
1,741
-1,900
-52% -$26.8K 0.01% 244
2023
Q4 		$56.7K Sell
3,641
-430
-11% -$6.05K 0.02% 178
2023
Q3 		$59.5K Sell
4,071
-200
-5% -$3.36K 0.02% 170
2023
Q2 		$72.6K Hold
4,271
– – 0.02% 155
2023
Q1 		$79.9K Sell
4,271
-500
-10% -$9.9K 0.02% 187
2022
Q4 		$94.7K Sell
4,771
-80
-2% -$1.57K 0.03% 166
2022
Q3 		$93K Buy
4,851
+500
+11% +$10.7K 0.03% 169
2022
Q2 		$83K Sell
4,351
-450
-9% -$8.77K 0.03% 189
2022
Q1 		$103K Sell
4,801
-351
-7% -$6.87K 0.03% 180
2021
Q4 		$109K Hold
5,152
– – 0.04% 158
2021
Q3 		$112K Buy
+5,152
New +$117K 0.04% 144
2021
Q2 		– Sell
-14,296
Closed -$347K – 265
2021
Q1 		$347K Sell
14,296
-18,152
-56% -$508K 0.15% 76
2020
Q4 		$916K Buy
+32,448
New +$729K 0.46% 39
2019
Q3 		– Sell
-265
Closed -$3K – 206
2019
Q2 		$3K Hold
265
– – ﹤0.01% 322
2019
Q1 		$3K Hold
265
– – ﹤0.01% 329
2018
Q4 		$2K Hold
265
– – ﹤0.01% 346
2018
Q3 		$2K Hold
265
– – ﹤0.01% 367
2018
Q2 		$2K Buy
+265
New +$2.53K ﹤0.01% 365

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

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

Mascoma Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2025, closing a stake of 200 shares — an estimated $2.28K sold.

Mascoma Wealth Management first reported a position in ICLN in Q2 2018 and held it in 22 quarters. The position peaked at $916K in Q4 2020. 379 funds tracked by Wall St. Rank hold ICLN as of Q2 2025.

  • Mascoma Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 200 iShares Global Clean Energy ETF shares in Q2 2025, an estimated $2.28K.
  • Mascoma Wealth Management first reported a position in iShares Global Clean Energy ETF in Q2 2018 and held it in 22 quarters.
  • Mascoma Wealth Management's iShares Global Clean Energy ETF position peaked at $916K in Q4 2020.
  • 379 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2025.

Based on Mascoma Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.