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Retirement Capital Strategies’s iShares Global Clean Energy ETF ICLN Stock Holding History

Retirement Capital Strategies’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 		$355K Sell
19,421
-941
-5% -$17.1K 0.13% 53
2025
Q4 		$335K Buy
+20,362
New +$339K 0.12% 59
2023
Q3 		– Sell
-11,540
Closed -$212K – 63
2023
Q2 		$212K Sell
11,540
-856
-7% -$16.1K 0.1% 57
2023
Q1 		$245K Buy
+12,396
New +$246K 0.12% 40
2022
Q1 		– Sell
-78,857
Closed -$1.67M – 70
2021
Q4 		$1.67M Sell
78,857
-5,323
-6% -$122K 0.61% 29
2021
Q3 		$1.82M Sell
84,180
-5,125
-6% -$117K 0.7% 30
2021
Q2 		$2.1M Sell
89,305
-622
-0.7% -$14.2K 0.8% 28
2021
Q1 		$2.19M Sell
89,927
-421,500
-82% -$11.8M 0.86% 24
2020
Q4 		$14.4M Buy
511,427
+49,610
+11% +$1.12M 5.86% 3
2020
Q3 		$9.03M Buy
461,817
+385,220
+503% +$6.03M 4.17% 7
2020
Q2 		$959K Hold
76,597
– – 0.46% 27
2020
Q1 		$732K Buy
76,597
+32,644
+74% +$387K 0.4% 23
2019
Q4 		$516K Buy
43,953
+20,849
+90% +$230K 0.25% 31
2019
Q3 		$252K Buy
23,104
+1,474
+7% +$16.1K 0.13% 45
2019
Q2 		$231K Sell
21,630
-3,807
-15% -$38.7K 0.12% 47
2019
Q1 		$248K Buy
25,437
+393
+2% +$3.69K 0.13% 43
2018
Q4 		$207K Buy
+25,044
New +$213K 0.12% 45

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B 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 $893B AUM 36.07% 1-Year Est. Return

Retirement Capital Strategies's ICLN Position: Q1 2026 in Review

Retirement Capital Strategies reduced its iShares Global Clean Energy ETF (ICLN) stake by 4.6% in Q1 2026, selling an estimated $17.1K and leaving 19,421 shares worth $355K. The position accounts for 0.13% of the portfolio, ranked #53.

Retirement Capital Strategies first reported a position in ICLN in Q4 2018 and has held it in 17 quarters since. The position peaked at $14.4M in Q4 2020. 421 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

  • Retirement Capital Strategies held 19,421 shares of iShares Global Clean Energy ETF worth $355K as of Q1 2026.
  • Retirement Capital Strategies sold 941 iShares Global Clean Energy ETF shares in Q1 2026, an estimated $17.1K.
  • iShares Global Clean Energy ETF made up 0.13% of Retirement Capital Strategies's portfolio in Q1 2026, its #53 holding.
  • Retirement Capital Strategies first reported a position in iShares Global Clean Energy ETF in Q4 2018 and has held it in 17 quarters since.
  • Retirement Capital Strategies's iShares Global Clean Energy ETF position peaked at $14.4M in Q4 2020.
  • 421 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.