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Stockman Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Stockman Wealth Management’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
Q2 		– Sell
-11,285
Closed -$129K – 176
2025
Q1 		$129K Buy
11,285
+895
+9% +$10.2K 0.02% 164
2024
Q4 		$118K Sell
10,390
-3,770
-27% -$47.7K 0.02% 163
2024
Q3 		$208K Sell
14,160
-3,478
-20% -$49K 0.03% 176
2024
Q2 		$235K Sell
17,638
-617
-3% -$8.64K 0.04% 154
2024
Q1 		$255K Buy
18,255
+411
+2% +$5.79K 0.05% 154
2023
Q4 		$278K Buy
17,844
+500
+3% +$7.03K 0.06% 137
2023
Q3 		$254K Buy
17,344
+2,627
+18% +$44.1K 0.06% 155
2023
Q2 		$271K Buy
14,717
+110
+0.8% +$2.07K 0.06% 155
2023
Q1 		$289K Buy
14,607
+512
+4% +$10.1K 0.06% 161
2022
Q4 		$280K Sell
14,095
-1,700
-11% -$33.4K 0.06% 158
2022
Q3 		$302K Sell
15,795
-670
-4% -$14.3K 0.08% 135
2022
Q2 		$314K Buy
16,465
+775
+5% +$15.1K 0.08% 135
2022
Q1 		$338K Buy
+15,690
New +$307K 0.07% 146

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 17.34% 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 $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return