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Mount Yale Investment Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-2,257
Closed -$29.6K – 1096
2025
Q2 		$29.6K Buy
+2,257
New +$27.7K ﹤0.01% 957

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GF
Gimbal Financial Carmel, Indiana $167M AUM 29.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FCC
Florin Court Capital London, United Kingdom $26.5M AUM 34.2% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Mount Yale Investment Advisors's ICLN Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2025, closing a stake of 2,257 shares — an estimated $29.6K sold.

Mount Yale Investment Advisors first reported a position in ICLN in Q2 2025 and held it in 1 quarter. The position peaked at $29.6K in Q2 2025. 370 funds tracked by Wall St. Rank hold ICLN as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining iShares Global Clean Energy ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,257 iShares Global Clean Energy ETF shares in Q3 2025, an estimated $29.6K.
  • Mount Yale Investment Advisors first reported a position in iShares Global Clean Energy ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's iShares Global Clean Energy ETF position peaked at $29.6K in Q2 2025.
  • 370 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.