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Wealthspire Advisors (New York)’s iShares Global Clean Energy ETF ICLN Stock Holding History

Wealthspire Advisors (New York)’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
-360
Closed -$5.57K – 1899
2025
Q3 		$5.57K Buy
+360
New +$5.1K ﹤0.01% 2287

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 $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 $1.66T AUM 25.57% 1-Year Est. Return
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 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 $9.48B AUM 23.58% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return

Wealthspire Advisors (New York)'s ICLN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2025, closing a stake of 360 shares — an estimated $5.57K sold.

Wealthspire Advisors (New York) first reported a position in ICLN in Q3 2025 and held it in 1 quarter. The position peaked at $5.57K in Q3 2025. 415 funds tracked by Wall St. Rank hold ICLN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares Global Clean Energy ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 360 iShares Global Clean Energy ETF shares in Q4 2025, an estimated $5.57K.
  • Wealthspire Advisors (New York) first reported a position in iShares Global Clean Energy ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares Global Clean Energy ETF position peaked at $5.57K in Q3 2025.
  • 415 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.