Pin Oak Investment Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Pin Oak 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 Q4	–	Sell	-142	Closed	-$2.2K	–	503
2025 Q3	$2.2K	Hold	142	–	–	﹤0.01%	472
2025 Q2	$1K	Hold	142	–	–	﹤0.01%	431
2025 Q1	$2K	Hold	142	–	–	﹤0.01%	408
2024 Q4	$2K	Hold	142	–	–	﹤0.01%	432
2024 Q3	$2K	Hold	142	–	–	﹤0.01%	434
2024 Q2	$2K	Sell	142 -30	-17%	-$420	﹤0.01%	429
2024 Q1	$2K	Hold	172	–	–	﹤0.01%	426
2023 Q4	$3K	Hold	172	–	–	﹤0.01%	418
2023 Q3	$3K	Hold	172	–	–	﹤0.01%	418
2023 Q2	$3K	Hold	172	–	–	﹤0.01%	406
2023 Q1	$3K	Sell	172 -253	-60%	-$5.01K	﹤0.01%	389
2022 Q4	$8K	Hold	425	–	–	0.01%	314
2022 Q3	$8K	Sell	425 -1,110	-72%	-$23.7K	0.01%	295
2022 Q2	$29K	Hold	1,535	–	–	0.04%	185
2022 Q1	$33K	Hold	1,535	–	–	0.04%	197
2021 Q4	$32K	Hold	1,535	–	–	0.03%	210
2021 Q3	$33K	Buy	1,535 +1,110	+261%	+$25.3K	0.04%	199
2021 Q2	$10K	Hold	425	–	–	0.01%	302
2021 Q1	$10K	Sell	425 -1,110	-72%	-$31.1K	0.01%	315
2020 Q4	$43K	Buy	1,535 +1,110	+261%	+$25K	0.04%	195
2020 Q3	$8K	Hold	425	–	–	0.01%	320
2020 Q2	$5K	Hold	425	–	–	﹤0.01%	338
2020 Q1	$4K	Hold	425	–	–	﹤0.01%	352
2019 Q4	$5K	Hold	425	–	–	﹤0.01%	357
2019 Q3	$5K	Hold	425	–	–	﹤0.01%	371
2019 Q2	$5K	Hold	425	–	–	﹤0.01%	406
2019 Q1	$4K	Hold	425	–	–	﹤0.01%	386
2018 Q4	$4K	Hold	425	–	–	﹤0.01%	377
2018 Q3	$4K	Buy	+425	New	+$3.72K	﹤0.01%	366

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Criteria Caixa Barcelona, Spain $23.6M AUM 17.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return

Pin Oak Investment Advisors's ICLN Position: Q4 2025 in Review

Pin Oak Investment Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2025, closing a stake of 142 shares — an estimated $2.2K sold.

Pin Oak Investment Advisors first reported a position in ICLN in Q3 2018 and held it in 29 quarters. The position peaked at $43K in Q4 2020. 414 funds tracked by Wall St. Rank hold ICLN as of Q4 2025.

Pin Oak Investment Advisors reported no remaining iShares Global Clean Energy ETF position as of Q4 2025 after selling out during the quarter.
Pin Oak Investment Advisors sold 142 iShares Global Clean Energy ETF shares in Q4 2025, an estimated $2.2K.
Pin Oak Investment Advisors first reported a position in iShares Global Clean Energy ETF in Q3 2018 and held it in 29 quarters.
Pin Oak Investment Advisors's iShares Global Clean Energy ETF position peaked at $43K in Q4 2020.
414 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.