Sax Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Sax Wealth 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 Q3	–	Sell	-11,789	Closed	-$155K	–	445
2025 Q2	$155K	Sell	11,789 -715	-6%	-$8.77K	0.01%	416
2025 Q1	$143K	Hold	12,504	–	–	0.01%	355
2024 Q4	$142K	Hold	12,504	–	–	0.01%	323
2024 Q3	$184K	Buy	+12,504	New	+$176K	0.02%	280

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 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

Gimbal Financial Carmel, Indiana $163M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FCC

Florin Court Capital London, United Kingdom $61.2M AUM 41.57% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Sax Wealth Advisors's ICLN Position: Q3 2025 in Review

Sax Wealth Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2025, closing a stake of 11,789 shares — an estimated $155K sold.

Sax Wealth Advisors first reported a position in ICLN in Q3 2024 and held it in 4 quarters. The position peaked at $184K in Q3 2024. 372 funds tracked by Wall St. Rank hold ICLN as of Q3 2025.

Sax Wealth Advisors reported no remaining iShares Global Clean Energy ETF position as of Q3 2025 after selling out during the quarter.
Sax Wealth Advisors sold 11,789 iShares Global Clean Energy ETF shares in Q3 2025, an estimated $155K.
Sax Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q3 2024 and held it in 4 quarters.
Sax Wealth Advisors's iShares Global Clean Energy ETF position peaked at $184K in Q3 2024.
372 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2025.

Based on Sax Wealth Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.