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Medallion Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Medallion Wealth 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 		$18.8K Hold
1,030
– – 0.01% 660
2025
Q4 		$16.9K Sell
1,030
-522
-34% -$8.7K 0.01% 668
2025
Q3 		$24K Hold
1,552
– – 0.01% 602
2025
Q2 		$20.5K Sell
1,552
-113
-7% -$1.39K 0.01% 618
2025
Q1 		$19.1K Hold
1,665
– – 0.01% 579
2024
Q4 		$18.9K Buy
+1,665
New +$21.1K 0.01% 564

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Medallion Wealth Advisors's ICLN Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares Global Clean Energy ETF (ICLN) position steady in Q1 2026 at 1,030 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #660.

Medallion Wealth Advisors first reported a position in ICLN in Q4 2024 and has held it in 6 quarters since. The position peaked at $24K in Q3 2025. 421 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

  • Medallion Wealth Advisors held 1,030 shares of iShares Global Clean Energy ETF worth $18.8K as of Q1 2026.
  • Medallion Wealth Advisors left its iShares Global Clean Energy ETF share count unchanged in Q1 2026.
  • iShares Global Clean Energy ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #660 holding.
  • Medallion Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's iShares Global Clean Energy ETF position peaked at $24K in Q3 2025.
  • 421 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.