SDWMA
ICLN icon

Schneider Downs Wealth Management Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Schneider Downs Wealth Management 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 		$188K Hold
10,286
– – 0.02% 153
2025
Q4 		$169K Hold
10,286
– – 0.02% 155
2025
Q3 		$159K Hold
10,286
– – 0.02% 147
2025
Q2 		$135K Buy
+10,286
New +$126K 0.02% 144
2024
Q4 		– Sell
-10,134
Closed -$149K – 142
2024
Q3 		$149K Sell
10,134
-1,255
-11% -$17.7K 0.03% 139
2024
Q2 		$152K Hold
11,389
– – 0.03% 128
2024
Q1 		$159K Buy
11,389
+13
+0.1% +$183 0.04% 133
2023
Q4 		$177K Sell
11,376
-2,937
-21% -$41.3K 0.05% 115
2023
Q3 		$209K Buy
14,313
+1,828
+15% +$30.7K 0.05% 102
2023
Q2 		$230K Sell
12,485
-3,528
-22% -$66.3K 0.05% 101
2023
Q1 		$317K Sell
16,013
-297
-2% -$5.88K 0.07% 86
2022
Q4 		$324K Buy
16,310
+4,286
+36% +$84.3K 0.07% 84
2022
Q3 		$230K Sell
12,024
-639
-5% -$13.6K 0.07% 117
2022
Q2 		$241K Buy
+12,663
New +$247K 0.07% 118
2021
Q1 		– Sell
-7,595
Closed -$214K – 136
2020
Q4 		$214K Buy
+7,595
New +$171K 0.06% 87

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

Schneider Downs Wealth Management Advisors's ICLN Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors held its iShares Global Clean Energy ETF (ICLN) position steady in Q1 2026 at 10,286 shares worth $188K. The position accounts for 0.02% of the portfolio, ranked #153.

Schneider Downs Wealth Management Advisors first reported a position in ICLN in Q4 2020 and has held it in 15 quarters since. The position peaked at $324K in Q4 2022. 421 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

  • Schneider Downs Wealth Management Advisors held 10,286 shares of iShares Global Clean Energy ETF worth $188K as of Q1 2026.
  • Schneider Downs Wealth Management Advisors left its iShares Global Clean Energy ETF share count unchanged in Q1 2026.
  • iShares Global Clean Energy ETF made up 0.02% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #153 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2020 and has held it in 15 quarters since.
  • Schneider Downs Wealth Management Advisors's iShares Global Clean Energy ETF position peaked at $324K in Q4 2022.
  • 421 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.