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Shufro Rose & Co’s iShares Global Clean Energy ETF ICLN Stock Holding History

Shufro Rose & Co’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
-11,860
Closed -$195K – 319
2025
Q4 		$195K Sell
11,860
-20,592
-63% -$343K 0.01% 280
2025
Q3 		$371K Hold
32,452
– – 0.03% 211
2025
Q2 		$371K Sell
32,452
-56
-0.2% -$687 0.03% 206
2025
Q1 		$371K Sell
32,508
-2,680
-8% -$30.6K 0.03% 212
2024
Q4 		$400K Sell
35,188
-3,006
-8% -$38K 0.03% 195
2024
Q3 		$509K Hold
38,194
– – 0.04% 170
2024
Q2 		$509K Sell
38,194
-1,200
-3% -$16.8K 0.04% 170
2024
Q1 		$551K Sell
39,394
-14,252
-27% -$201K 0.05% 162
2023
Q4 		$784K Sell
53,646
-900
-2% -$12.7K 0.07% 121
2023
Q3 		$797K Sell
54,546
-109
-0.2% -$1.83K 0.08% 121
2023
Q2 		$1.01M Sell
54,655
-84
-0.2% -$1.58K 0.09% 110
2023
Q1 		$1.08M Sell
54,739
-1,050
-2% -$20.8K 0.1% 114
2022
Q4 		$1.11M Sell
55,789
-145
-0.3% -$2.85K 0.09% 109
2022
Q3 		$1.07M Buy
55,934
+325
+0.6% +$6.93K 0.11% 102
2022
Q2 		$1.06M Buy
55,609
+220
+0.4% +$4.29K 0.09% 111
2022
Q1 		$1.19M Sell
55,389
-1,000
-2% -$19.6K 0.09% 113
2021
Q4 		$1.19M Buy
56,389
+80
+0.1% +$1.84K 0.09% 112
2021
Q3 		$1.22M Buy
56,309
+4,835
+9% +$110K 0.1% 103
2021
Q2 		$1.21M Buy
51,474
+890
+2% +$20.3K 0.09% 101
2021
Q1 		$1.23M Sell
50,584
-270
-0.5% -$7.55K 0.1% 99
2020
Q4 		$1.44M Buy
+50,854
New +$1.14M 0.12% 95

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

Shufro Rose & Co's ICLN Position: Q1 2026 in Review

Shufro Rose & Co sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2026, closing a stake of 11,860 shares — an estimated $195K sold.

Shufro Rose & Co first reported a position in ICLN in Q4 2020 and held it in 21 quarters. The position peaked at $1.44M in Q4 2020. 423 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

  • Shufro Rose & Co reported no remaining iShares Global Clean Energy ETF position as of Q1 2026 after selling out during the quarter.
  • Shufro Rose & Co sold 11,860 iShares Global Clean Energy ETF shares in Q1 2026, an estimated $195K.
  • Shufro Rose & Co first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 21 quarters.
  • Shufro Rose & Co's iShares Global Clean Energy ETF position peaked at $1.44M in Q4 2020.
  • 423 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.