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Sunbelt Securities’s iShares Global Clean Energy ETF ICLN Stock Holding History

Sunbelt Securities’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 		$32K Sell
1,750
-173
-9% -$3.15K ﹤0.01% 1149
2025
Q4 		$31.6K Buy
1,923
+2
+0.1% +$33 ﹤0.01% 1128
2025
Q3 		$29.7K Sell
1,921
-645
-25% -$9.13K ﹤0.01% 1151
2025
Q2 		$29.2K Buy
2,566
+200
+8% +$2.45K ﹤0.01% 1071
2025
Q1 		$27K Sell
2,366
-200
-8% -$2.28K ﹤0.01% 1053
2024
Q4 		$29.3K Buy
2,566
+2
+0.1% +$25 ﹤0.01% 1067
2024
Q3 		$37.7K Hold
2,564
– – ﹤0.01% 1011
2024
Q2 		$34.2K Sell
2,564
-26,007
-91% -$364K ﹤0.01% 996
2024
Q1 		$399K Buy
28,571
+18,258
+177% +$257K 0.04% 375
2023
Q4 		$161K Buy
10,313
+998
+11% +$14K 0.02% 557
2023
Q3 		$136K Sell
9,315
-198
-2% -$3.32K 0.02% 570
2023
Q2 		$175K Sell
9,513
-255
-3% -$4.79K 0.03% 500
2023
Q1 		$190K Buy
+9,768
New +$194K 0.03% 448

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

Sunbelt Securities's ICLN Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares Global Clean Energy ETF (ICLN) stake by 9% in Q1 2026, selling an estimated $3.15K and leaving 1,750 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Sunbelt Securities first reported a position in ICLN in Q1 2023 and has held it in 13 quarters since. The position peaked at $399K in Q1 2024. 423 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

  • Sunbelt Securities held 1,750 shares of iShares Global Clean Energy ETF worth $32K as of Q1 2026.
  • Sunbelt Securities sold 173 iShares Global Clean Energy ETF shares in Q1 2026, an estimated $3.15K.
  • iShares Global Clean Energy ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1149 holding.
  • Sunbelt Securities first reported a position in iShares Global Clean Energy ETF in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's iShares Global Clean Energy ETF position peaked at $399K in Q1 2024.
  • 423 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.