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Total Wealth Planning’s iShares Global Clean Energy ETF ICLN Stock Holding History

Total Wealth Planning’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 		– Sell
-11,533
Closed -$179K – 61
2025
Q3 		$179K Sell
11,533
-2,626
-19% -$37.2K 0.02% 108
2025
Q2 		$186K Sell
14,159
-1,457
-9% -$17.9K 0.02% 104
2025
Q1 		$178K Sell
15,616
-3,528
-18% -$40.2K 0.03% 90
2024
Q4 		$218K Sell
19,144
-1,490,895
-99% -$18.9M 0.03% 90
2024
Q3 		$22.2M Buy
1,510,039
+21,656
+1% +$305K 3.46% 10
2024
Q2 		$21M Buy
1,488,383
+104,067
+8% +$1.46M 3.44% 9
2024
Q1 		$19.4M Buy
1,384,316
+127,760
+10% +$1.8M 3.33% 9
2023
Q4 		$19.6M Buy
1,256,556
+120,360
+11% +$1.69M 3.55% 8
2023
Q3 		$16.6M Buy
1,136,196
+83,895
+8% +$1.41M 3.39% 8
2023
Q2 		$19.4M Buy
1,052,301
+73,369
+7% +$1.38M 4.03% 6
2023
Q1 		$19.4M Buy
978,932
+134,161
+16% +$2.66M 4.27% 5
2022
Q4 		$16.8M Buy
844,771
+67,068
+9% +$1.32M 4.15% 5
2022
Q3 		$14.8M Buy
777,703
+71,334
+10% +$1.52M 4.22% 6
2022
Q2 		$13.5M Buy
706,369
+42,210
+6% +$823K 3.89% 7
2022
Q1 		$14.3M Buy
+664,159
New +$13M 3.86% 7
2021
Q4 		– Sell
-458,692
Closed -$9.93M – 41
2021
Q3 		$9.93M Buy
+458,692
New +$10.5M 3.6% 7

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 17.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return

Total Wealth Planning's ICLN Position: Q4 2025 in Review

Total Wealth Planning sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2025, closing a stake of 11,533 shares — an estimated $179K sold.

Total Wealth Planning first reported a position in ICLN in Q3 2021 and held it in 16 quarters. The position peaked at $22.2M in Q3 2024. 414 funds tracked by Wall St. Rank hold ICLN as of Q4 2025.

  • Total Wealth Planning reported no remaining iShares Global Clean Energy ETF position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 11,533 iShares Global Clean Energy ETF shares in Q4 2025, an estimated $179K.
  • Total Wealth Planning first reported a position in iShares Global Clean Energy ETF in Q3 2021 and held it in 16 quarters.
  • Total Wealth Planning's iShares Global Clean Energy ETF position peaked at $22.2M in Q3 2024.
  • 414 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.