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Summit Asset Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Summit Asset 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
-10,658
Closed -$122K – 174
2025
Q1 		$122K Hold
10,658
– – 0.02% 164
2024
Q4 		$121K Hold
10,658
– – 0.02% 159
2024
Q3 		$157K Hold
10,658
– – 0.03% 164
2024
Q2 		$142K Buy
10,658
+233
+2% +$3.26K 0.03% 155
2024
Q1 		$146K Buy
+10,425
New +$147K 0.03% 157

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

Summit Asset Management's ICLN Position: Q2 2025 in Review

Summit Asset Management sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2025, closing a stake of 10,658 shares — an estimated $122K sold.

Summit Asset Management first reported a position in ICLN in Q1 2024 and held it in 5 quarters. The position peaked at $157K in Q3 2024. 379 funds tracked by Wall St. Rank hold ICLN as of Q2 2025.

  • Summit Asset Management reported no remaining iShares Global Clean Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Summit Asset Management sold 10,658 iShares Global Clean Energy ETF shares in Q2 2025, an estimated $122K.
  • Summit Asset Management first reported a position in iShares Global Clean Energy ETF in Q1 2024 and held it in 5 quarters.
  • Summit Asset Management's iShares Global Clean Energy ETF position peaked at $157K in Q3 2024.
  • 379 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2025.

Based on Summit Asset Management's 13F filing for Q2 2025, filed 7 Aug 2025.