Morris Financial Concepts’s iShares Global Clean Energy ETF ICLN Stock Holding History

Morris Financial Concepts’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 Q4	–	Sell	-9	Closed	-$139	–	196
2025 Q3	$139	Hold	9	–	–	﹤0.01%	198
2025 Q2	$118	Hold	9	–	–	﹤0.01%	197
2025 Q1	$103	Hold	9	–	–	﹤0.01%	198
2024 Q4	$102	Hold	9	–	–	﹤0.01%	184
2024 Q3	$132	Hold	9	–	–	﹤0.01%	193
2024 Q2	$120	Hold	9	–	–	﹤0.01%	160
2024 Q1	$126	Hold	9	–	–	﹤0.01%	166
2023 Q4	$140	Hold	9	–	–	﹤0.01%	161
2023 Q3	$132	Hold	9	–	–	﹤0.01%	152
2023 Q2	$166	Hold	9	–	–	﹤0.01%	154
2023 Q1	$178	Hold	9	–	–	﹤0.01%	150
2022 Q4	$179	Hold	9	–	–	﹤0.01%	145
2022 Q3	$0	Hold	9	–	–	﹤0.01%	123
2022 Q2	$0	Hold	9	–	–	﹤0.01%	129
2022 Q1	$0	Buy	9 +1	+13%	+$20	﹤0.01%	121
2021 Q4	$0	Buy	+8	New	+$184	﹤0.01%	111

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return

Morris Financial Concepts's ICLN Position: Q4 2025 in Review

Morris Financial Concepts sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2025, closing a stake of 9 shares — an estimated $139 sold.

Morris Financial Concepts first reported a position in ICLN in Q4 2021 and held it in 16 quarters. The position peaked at $179 in Q4 2022. 415 funds tracked by Wall St. Rank hold ICLN as of Q4 2025.

Morris Financial Concepts reported no remaining iShares Global Clean Energy ETF position as of Q4 2025 after selling out during the quarter.
Morris Financial Concepts sold 9 iShares Global Clean Energy ETF shares in Q4 2025, an estimated $139.
Morris Financial Concepts first reported a position in iShares Global Clean Energy ETF in Q4 2021 and held it in 16 quarters.
Morris Financial Concepts's iShares Global Clean Energy ETF position peaked at $179 in Q4 2022.
415 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2025.

Based on Morris Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.