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

Realta 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
2026 Q1	–	Sell	-350	Closed	-$5.75K	–	385
2025 Q4	$5.75K	Buy	+350	New	+$5.83K	﹤0.01%	308
2024 Q3	–	Sell	-400	Closed	-$5.33K	–	530
2024 Q2	$5.33K	Hold	400	–	–	﹤0.01%	715
2024 Q1	$5.59K	Buy	+400	New	+$5.64K	﹤0.01%	736
2023 Q4	–	Sell	-1,146	Closed	-$21.1K	–	578
2023 Q3	$21.1K	Sell	1,146 -400	-26%	-$6.71K	﹤0.01%	609
2023 Q2	$28.4K	Buy	+1,546	New	+$29.1K	0.01%	620
2023 Q1	–	Sell	-1,742	Closed	-$34.6K	–	587
2022 Q4	$34.6K	Buy	1,742 +290	+20%	+$5.7K	0.01%	587
2022 Q3	$28K	Buy	+1,452	New	+$30.9K	0.01%	592

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

Realta Investment Advisors's ICLN Position: Q1 2026 in Review

Realta Investment Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2026, closing a stake of 350 shares — an estimated $5.75K sold.

Realta Investment Advisors first reported a position in ICLN in Q3 2022 and held it in 7 quarters. The position peaked at $34.6K in Q4 2022. 423 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

Realta Investment Advisors reported no remaining iShares Global Clean Energy ETF position as of Q1 2026 after selling out during the quarter.
Realta Investment Advisors sold 350 iShares Global Clean Energy ETF shares in Q1 2026, an estimated $5.75K.
Realta Investment Advisors first reported a position in iShares Global Clean Energy ETF in Q3 2022 and held it in 7 quarters.
Realta Investment Advisors's iShares Global Clean Energy ETF position peaked at $34.6K in Q4 2022.
423 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.