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

Mission 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
-15,529
Closed -$177K – 698
2025
Q1 		$177K Sell
15,529
-59,070
-79% -$674K ﹤0.01% 646
2024
Q4 		$849K Sell
74,599
-381
-0.5% -$4.82K 0.02% 321
2024
Q3 		$1.1M Sell
74,980
-4,157
-5% -$58.5K 0.03% 272
2024
Q2 		$1.05M Sell
79,137
-34,256
-30% -$480K 0.03% 256
2024
Q1 		$1.59M Buy
113,393
+6,207
+6% +$87.5K 0.04% 209
2023
Q4 		$1.67M Sell
107,186
-5,650
-5% -$79.5K 0.05% 169
2023
Q3 		$1.65M Sell
112,836
-6,141
-5% -$103K 0.06% 153
2023
Q2 		$2.19M Sell
118,977
-843
-0.7% -$15.9K 0.08% 123
2023
Q1 		$2.37M Sell
119,820
-18,967
-14% -$376K 0.1% 115
2022
Q4 		$2.75M Sell
138,787
-4,926
-3% -$96.8K 0.13% 97
2022
Q3 		$2.74M Buy
143,713
+2,413
+2% +$51.4K 0.15% 89
2022
Q2 		$2.69M Buy
141,300
+19,158
+16% +$373K 0.14% 90
2022
Q1 		$2.63M Buy
122,142
+18,858
+18% +$369K 0.12% 92
2021
Q4 		$2.19M Buy
103,284
+11,437
+12% +$263K 0.1% 105
2021
Q3 		$1.99M Buy
91,847
+4,507
+5% +$103K 0.1% 107
2021
Q2 		$2.05M Buy
87,340
+5,292
+6% +$121K 0.11% 97
2021
Q1 		$1.99M Buy
82,048
+11,694
+17% +$327K 0.12% 89
2020
Q4 		$1.99M Buy
70,354
+39,752
+130% +$894K 0.12% 84
2020
Q3 		$566K Buy
30,602
+14,374
+89% +$225K 0.04% 187
2020
Q2 		$203K Buy
+16,228
New +$183K 0.02% 317

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

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

Mission Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2025, closing a stake of 15,529 shares — an estimated $177K sold.

Mission Wealth Management first reported a position in ICLN in Q2 2020 and held it in 20 quarters. The position peaked at $2.75M in Q4 2022. 380 funds tracked by Wall St. Rank hold ICLN as of Q2 2025.

  • Mission Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Mission Wealth Management sold 15,529 iShares Global Clean Energy ETF shares in Q2 2025, an estimated $177K.
  • Mission Wealth Management first reported a position in iShares Global Clean Energy ETF in Q2 2020 and held it in 20 quarters.
  • Mission Wealth Management's iShares Global Clean Energy ETF position peaked at $2.75M in Q4 2022.
  • 380 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2025.

Based on Mission Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.