SWM
ICLN icon

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 $1.55T AUM 33.47% 1-Year Est. Return
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Stockman Wealth Management's ICLN Position: Q2 2025 in Review

Stockman Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2025, closing a stake of 11,285 shares — an estimated $129K sold.

Stockman Wealth Management first reported a position in ICLN in Q1 2022 and held it in 13 quarters. The position peaked at $338K in Q1 2022. 380 funds tracked by Wall St. Rank hold ICLN as of Q2 2025.

  • Stockman Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Stockman Wealth Management sold 11,285 iShares Global Clean Energy ETF shares in Q2 2025, an estimated $129K.
  • Stockman Wealth Management first reported a position in iShares Global Clean Energy ETF in Q1 2022 and held it in 13 quarters.
  • Stockman Wealth Management's iShares Global Clean Energy ETF position peaked at $338K in Q1 2022.
  • 380 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2025.

Based on Stockman Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.