Sagespring Wealth Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

Sagespring Wealth Partners’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	$9.64M	Buy	526,903 +21,326	+4%	+$388K	0.18%	73
2025 Q4	$8.31M	Sell	505,577 -11,069	-2%	-$185K	0.15%	82
2025 Q3	$8M	Sell	516,646 -7,733	-1%	-$109K	0.16%	73
2025 Q2	$6.87M	Buy	524,379 +128,505	+32%	+$1.58M	0.15%	81
2025 Q1	$4.52M	Buy	395,874 +378,589	+2,190%	+$4.32M	0.11%	97
2024 Q4	$197K	Buy	+17,285	New	+$219K	0.01%	592

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 $58.2B AUM 22.78% 1-Year Est. Return

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sagespring Wealth Partners's ICLN Position: Q1 2026 in Review

Sagespring Wealth Partners increased its iShares Global Clean Energy ETF (ICLN) stake by 4.2% in Q1 2026, buying an estimated $388K and bringing the position to 526,903 shares worth $9.64M. The position accounts for 0.18% of the portfolio, ranked #73.

Sagespring Wealth Partners first reported a position in ICLN in Q4 2024 and has held it in 6 quarters since. 421 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

Sagespring Wealth Partners held 526,903 shares of iShares Global Clean Energy ETF worth $9.64M as of Q1 2026.
Sagespring Wealth Partners bought 21,326 iShares Global Clean Energy ETF shares in Q1 2026, an estimated $388K.
iShares Global Clean Energy ETF made up 0.18% of Sagespring Wealth Partners's portfolio in Q1 2026, its #73 holding.
Sagespring Wealth Partners first reported a position in iShares Global Clean Energy ETF in Q4 2024 and has held it in 6 quarters since.
421 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.