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MPWM Advisory Solutions’s iShares Global Clean Energy ETF ICLN Stock Holding History

MPWM Advisory Solutions’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 		$6.9K Hold
377
– – ﹤0.01% 373
2025
Q4 		$6.19K Hold
377
– – ﹤0.01% 363
2025
Q3 		$5.84K Hold
377
– – ﹤0.01% 332
2025
Q2 		$4.94K Hold
377
– – ﹤0.01% 357
2025
Q1 		$4.3K Hold
377
– – ﹤0.01% 383
2024
Q4 		$4.29K Buy
+377
New +$4.77K ﹤0.01% 395

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 $49B AUM 17.78% 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

MPWM Advisory Solutions's ICLN Position: Q1 2026 in Review

MPWM Advisory Solutions held its iShares Global Clean Energy ETF (ICLN) position steady in Q1 2026 at 377 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

MPWM Advisory Solutions first reported a position in ICLN in Q4 2024 and has held it in 6 quarters since. 420 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

  • MPWM Advisory Solutions held 377 shares of iShares Global Clean Energy ETF worth $6.9K as of Q1 2026.
  • MPWM Advisory Solutions left its iShares Global Clean Energy ETF share count unchanged in Q1 2026.
  • iShares Global Clean Energy ETF made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #373 holding.
  • MPWM Advisory Solutions first reported a position in iShares Global Clean Energy ETF in Q4 2024 and has held it in 6 quarters since.
  • 420 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.