Valley Wealth Managers’s iShares Global Clean Energy ETF ICLN Stock Holding History

Valley Wealth Managers’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	-1,959	Closed	-$22.4K	–	337
2025 Q1	$22.4K	Hold	1,959	–	–	﹤0.01%	242
2024 Q4	$22.3K	Buy	+1,959	New	+$24.8K	﹤0.01%	256
2024 Q1	–	Sell	-325	Closed	-$5.06K	–	338
2023 Q4	$5.06K	Hold	325	–	–	﹤0.01%	283
2023 Q3	$4.75K	Hold	325	–	–	﹤0.01%	311
2023 Q2	$5.98K	Hold	325	–	–	﹤0.01%	284
2023 Q1	$6.43K	Hold	325	–	–	﹤0.01%	300
2022 Q4	$6.45K	Hold	325	–	–	﹤0.01%	315
2022 Q3	$6K	Sell	325 -75	-19%	-$1.6K	﹤0.01%	343
2022 Q2	$8K	Buy	+400	New	+$7.8K	﹤0.01%	337

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Valley Wealth Managers's ICLN Position: Q2 2025 in Review

Valley Wealth Managers sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2025, closing a stake of 1,959 shares — an estimated $22.4K sold.

Valley Wealth Managers first reported a position in ICLN in Q2 2022 and held it in 9 quarters. The position peaked at $22.4K in Q1 2025. 380 funds tracked by Wall St. Rank hold ICLN as of Q2 2025.

Valley Wealth Managers reported no remaining iShares Global Clean Energy ETF position as of Q2 2025 after selling out during the quarter.
Valley Wealth Managers sold 1,959 iShares Global Clean Energy ETF shares in Q2 2025, an estimated $22.4K.
Valley Wealth Managers first reported a position in iShares Global Clean Energy ETF in Q2 2022 and held it in 9 quarters.
Valley Wealth Managers's iShares Global Clean Energy ETF position peaked at $22.4K in Q1 2025.
380 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.