Seven Springs Wealth Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Seven Springs Wealth 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
2025 Q1	–	Sell	-14,895	Closed	-$170K	–	83
2024 Q4	$170K	Sell	14,895 -37,367	-71%	-$473K	0.06%	77
2024 Q3	$768K	Hold	52,262	–	–	0.28%	39
2024 Q2	$696K	Hold	52,262	–	–	0.27%	37
2024 Q1	$731K	Sell	52,262 -1,103	-2%	-$15.5K	0.28%	38
2023 Q4	$831K	Buy	+53,365	New	+$751K	0.37%	32
2022 Q1	–	Sell	-41,314	Closed	-$875K	–	67
2021 Q4	$875K	Buy	+41,314	New	+$950K	0.4%	28

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 1-Year Est. Return

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return

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

Seven Springs Wealth Group's ICLN Position: Q1 2025 in Review

Seven Springs Wealth Group sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2025, closing a stake of 14,895 shares — an estimated $170K sold.

Seven Springs Wealth Group first reported a position in ICLN in Q4 2021 and held it in 6 quarters. The position peaked at $875K in Q4 2021. 403 funds tracked by Wall St. Rank hold ICLN as of Q1 2025.

Seven Springs Wealth Group reported no remaining iShares Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
Seven Springs Wealth Group sold 14,895 iShares Global Clean Energy ETF shares in Q1 2025, an estimated $170K.
Seven Springs Wealth Group first reported a position in iShares Global Clean Energy ETF in Q4 2021 and held it in 6 quarters.
Seven Springs Wealth Group's iShares Global Clean Energy ETF position peaked at $875K in Q4 2021.
403 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2025.

Based on Seven Springs Wealth Group's 13F filing for Q1 2025, filed 15 May 2025.