Viewpoint Capital Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Viewpoint Capital 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
2026 Q1	$38	Hold	2	–	–	﹤0.01%	135
2025 Q4	$34	Hold	2	–	–	﹤0.01%	134
2025 Q3	$32	Hold	2	–	–	﹤0.01%	150
2025 Q2	$27	Hold	2	–	–	﹤0.01%	136
2025 Q1	$23	Hold	2	–	–	﹤0.01%	140
2024 Q4	$23	Sell	2 -7	-78%	-$89	﹤0.01%	136
2024 Q3	$139	Hold	9	–	–	﹤0.01%	137
2024 Q2	$125	Sell	9 -1,700	-99%	-$23.8K	﹤0.01%	138
2024 Q1	$23.9K	Hold	1,709	–	–	0.02%	120
2023 Q4	$26.6K	Hold	1,709	–	–	0.02%	117
2023 Q3	$25K	Hold	1,709	–	–	0.02%	113
2023 Q2	$31.4K	Hold	1,709	–	–	0.02%	112
2023 Q1	$33.8K	Hold	1,709	–	–	0.03%	101
2022 Q4	$33.9K	Hold	1,709	–	–	0.03%	99
2022 Q3	$33K	Hold	1,709	–	–	0.03%	97
2022 Q2	$33K	Hold	1,709	–	–	0.03%	102
2022 Q1	$37K	Hold	1,709	–	–	0.03%	103
2021 Q4	$36K	Buy	+1,709	New	+$39.3K	0.03%	105

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Viewpoint Capital Management's ICLN Position: Q1 2026 in Review

Viewpoint Capital Management held its iShares Global Clean Energy ETF (ICLN) position steady in Q1 2026 at 2 shares worth $38. The position accounts for ﹤0.01% of the portfolio, ranked #135.

Viewpoint Capital Management first reported a position in ICLN in Q4 2021 and has held it in 18 quarters since. The position peaked at $37K in Q1 2022. 420 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

Viewpoint Capital Management held 2 shares of iShares Global Clean Energy ETF worth $38 as of Q1 2026.
Viewpoint Capital Management left its iShares Global Clean Energy ETF share count unchanged in Q1 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Viewpoint Capital Management's portfolio in Q1 2026, its #135 holding.
Viewpoint Capital Management first reported a position in iShares Global Clean Energy ETF in Q4 2021 and has held it in 18 quarters since.
Viewpoint Capital Management's iShares Global Clean Energy ETF position peaked at $37K in Q1 2022.
420 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.