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

Nvest Financial’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 		$303K Hold
16,576
– – 0.11% 118
2025
Q4 		$272K Buy
16,576
+4,979
+43% +$83K 0.11% 116
2025
Q3 		$180K Sell
11,597
-3,961
-25% -$56.1K 0.1% 122
2025
Q2 		$204K Sell
15,558
-4,729
-23% -$58K 0.11% 106
2025
Q1 		$232K Sell
20,287
-803
-4% -$9.16K 0.12% 92
2024
Q4 		$240K Buy
+21,090
New +$267K 0.12% 103

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AssetMark Inc
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Morgan Stanley
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B 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 $77.3B AUM 36.07% 1-Year Est. Return