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

Moran 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
-16,998
Closed -$194K – 493
2025
Q1 		$194K Buy
+16,998
New +$194K 0.01% 432

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

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

Moran Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2025, closing a stake of 16,998 shares — an estimated $194K sold.

Moran Wealth Management first reported a position in ICLN in Q1 2025 and held it in 1 quarter. The position peaked at $194K in Q1 2025. 377 funds tracked by Wall St. Rank hold ICLN as of Q2 2025.

  • Moran Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Moran Wealth Management sold 16,998 iShares Global Clean Energy ETF shares in Q2 2025, an estimated $194K.
  • Moran Wealth Management first reported a position in iShares Global Clean Energy ETF in Q1 2025 and held it in 1 quarter.
  • Moran Wealth Management's iShares Global Clean Energy ETF position peaked at $194K in Q1 2025.
  • 377 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2025.

Based on Moran Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.