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SageView Advisory Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

SageView Advisory Group’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
-1,028
Closed -$16.9K – 1421
2025
Q4 		$16.9K Buy
+1,028
New +$17.1K ﹤0.01% 1523

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SageView Advisory Group's ICLN Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2026, closing a stake of 1,028 shares — an estimated $16.9K sold.

SageView Advisory Group first reported a position in ICLN in Q4 2025 and held it in 1 quarter. The position peaked at $16.9K in Q4 2025. 425 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares Global Clean Energy ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,028 iShares Global Clean Energy ETF shares in Q1 2026, an estimated $16.9K.
  • SageView Advisory Group first reported a position in iShares Global Clean Energy ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's iShares Global Clean Energy ETF position peaked at $16.9K in Q4 2025.
  • 425 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.