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New England Private Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

New England Private Wealth 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
Q4 		– Sell
-10,582
Closed -$164K – 187
2025
Q3 		$164K Hold
10,582
– – 0.02% 176
2025
Q2 		$143K Buy
10,582
+116
+1% +$1.42K 0.02% 160
2025
Q1 		$120K Sell
10,466
-330
-3% -$3.76K 0.02% 146
2024
Q4 		$123K Buy
10,796
+104
+1% +$1.31K 0.02% 144
2024
Q3 		$157K Hold
10,692
– – 0.03% 145
2024
Q2 		$142K Buy
10,692
+9
+0.1% +$126 0.02% 136
2024
Q1 		$149K Hold
10,683
– – 0.03% 133
2023
Q4 		$166K Sell
10,683
-13,510
-56% -$190K 0.03% 128
2023
Q3 		$944K Buy
24,193
+13,852
+134% +$232K 0.2% 72
2023
Q2 		$190K Buy
10,341
+7
+0.1% +$132 0.04% 110
2023
Q1 		$204K Buy
+10,334
New +$205K 0.04% 105
2021
Q4 		– Sell
-12,984
Closed -$282K – 106
2021
Q3 		$282K Hold
12,984
– – 0.05% 88
2021
Q2 		$305K Sell
12,984
-13,935
-52% -$318K 0.06% 86
2021
Q1 		$655K Buy
26,919
+59
+0.2% +$1.65K 0.11% 64
2020
Q4 		$759K Buy
26,860
+12
+0% +$270 0.17% 56
2020
Q3 		$497K Hold
26,848
– – 0.12% 61
2020
Q2 		$336K Sell
26,848
-158
-0.6% -$1.78K 0.09% 65
2020
Q1 		$258K Buy
+27,006
New +$320K 0.09% 67

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return

New England Private Wealth Advisors's ICLN Position: Q4 2025 in Review

New England Private Wealth Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2025, closing a stake of 10,582 shares — an estimated $164K sold.

New England Private Wealth Advisors first reported a position in ICLN in Q1 2020 and held it in 18 quarters. The position peaked at $944K in Q3 2023. 415 funds tracked by Wall St. Rank hold ICLN as of Q4 2025.

  • New England Private Wealth Advisors reported no remaining iShares Global Clean Energy ETF position as of Q4 2025 after selling out during the quarter.
  • New England Private Wealth Advisors sold 10,582 iShares Global Clean Energy ETF shares in Q4 2025, an estimated $164K.
  • New England Private Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q1 2020 and held it in 18 quarters.
  • New England Private Wealth Advisors's iShares Global Clean Energy ETF position peaked at $944K in Q3 2023.
  • 415 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2025.

Based on New England Private Wealth Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.