Stephens Consulting’s iShares Global Clean Energy ETF ICLN Stock Holding History

Stephens Consulting’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 Q4	$1.04K	Hold	63	–	–	﹤0.01%	388
2025 Q3	$976	Hold	63	–	–	﹤0.01%	358
2025 Q2	$826	Hold	63	–	–	﹤0.01%	746
2025 Q1	$720	Hold	63	–	–	﹤0.01%	806
2024 Q4	$717	Hold	63	–	–	﹤0.01%	488
2024 Q3	$926	Hold	63	–	–	﹤0.01%	478
2024 Q2	$840	Sell	63 -114	-64%	-$1.6K	﹤0.01%	606
2024 Q1	$2.48K	Sell	177 -21	-11%	-$296	﹤0.01%	414
2023 Q4	$3.08K	Hold	198	–	–	﹤0.01%	408
2023 Q3	$2.9K	Hold	198	–	–	﹤0.01%	415
2023 Q2	$3.64K	Hold	198	–	–	﹤0.01%	409
2023 Q1	$3.92K	Hold	198	–	–	﹤0.01%	416
2022 Q4	$3.93K	Hold	198	–	–	﹤0.01%	391
2022 Q3	$3.78K	Hold	198	–	–	﹤0.01%	439
2022 Q2	$3.77K	Hold	198	–	–	﹤0.01%	427
2022 Q1	$4.26K	Hold	198	–	–	﹤0.01%	454
2021 Q4	$4.19K	Buy	+198	New	+$4.55K	﹤0.01%	518

Other funds holding ICLN

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return

Stephens Consulting's ICLN Position: Q4 2025 in Review

Stephens Consulting held its iShares Global Clean Energy ETF (ICLN) position steady in Q4 2025 at 63 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Stephens Consulting first reported a position in ICLN in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.26K in Q1 2022. 415 funds tracked by Wall St. Rank hold ICLN as of Q4 2025.

Stephens Consulting held 63 shares of iShares Global Clean Energy ETF worth $1.04K as of Q4 2025.
Stephens Consulting left its iShares Global Clean Energy ETF share count unchanged in Q4 2025.
iShares Global Clean Energy ETF made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #388 holding.
Stephens Consulting first reported a position in iShares Global Clean Energy ETF in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's iShares Global Clean Energy ETF position peaked at $4.26K in Q1 2022.
415 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.