Opes Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Opes Wealth Management’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	$320K	Sell	17,492 -9,100	-34%	-$166K	0.05%	113
2025 Q4	$437K	Hold	26,592	–	–	0.07%	101
2025 Q3	$412K	Hold	26,592	–	–	0.07%	97
2025 Q2	$349K	Hold	26,592	–	–	0.06%	114
2025 Q1	$304K	Buy	26,592 +8,800	+49%	+$100K	0.06%	115
2024 Q4	$202K	Hold	17,792	–	–	0.04%	137
2024 Q3	$261K	Hold	17,792	–	–	0.05%	117
2024 Q2	$237K	Hold	17,792	–	–	0.05%	119
2024 Q1	$249K	Buy	17,792 +4,700	+36%	+$66.2K	0.06%	116
2023 Q4	$204K	Buy	13,092 +1,600	+14%	+$22.5K	0.05%	123
2023 Q3	$168K	Sell	11,492 -10	-0.1%	-$168	0.05%	120
2023 Q2	$212K	Hold	11,502	–	–	0.06%	117
2023 Q1	$228K	Hold	11,502	–	–	0.07%	101
2022 Q4	$228K	Hold	11,502	–	–	0.08%	92
2022 Q3	$220K	Hold	11,502	–	–	0.09%	87
2022 Q2	$219K	Sell	11,502 -1,750	-13%	-$34.1K	0.09%	88
2022 Q1	$285K	Buy	13,252 +2,400	+22%	+$47K	0.09%	88
2021 Q4	$230K	Buy	+10,852	New	+$250K	0.07%	101

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Opes Wealth Management's ICLN Position: Q1 2026 in Review

Opes Wealth Management reduced its iShares Global Clean Energy ETF (ICLN) stake by 34% in Q1 2026, selling an estimated $166K and leaving 17,492 shares worth $320K. The position accounts for 0.05% of the portfolio, ranked #113.

Opes Wealth Management first reported a position in ICLN in Q4 2021 and has held it in 18 quarters since. The position peaked at $437K in Q4 2025. 423 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

Opes Wealth Management held 17,492 shares of iShares Global Clean Energy ETF worth $320K as of Q1 2026.
Opes Wealth Management sold 9,100 iShares Global Clean Energy ETF shares in Q1 2026, an estimated $166K.
iShares Global Clean Energy ETF made up 0.05% of Opes Wealth Management's portfolio in Q1 2026, its #113 holding.
Opes Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2021 and has held it in 18 quarters since.
Opes Wealth Management's iShares Global Clean Energy ETF position peaked at $437K in Q4 2025.
423 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.