Winch Advisory Services’s iShares Global Clean Energy ETF ICLN Stock Holding History

Winch Advisory Services’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	-45	Closed	-$511	–	500
2025 Q1	$511	Hold	45	–	–	﹤0.01%	459
2024 Q4	$510	Buy	45 +1	+2%	+$13	﹤0.01%	507
2024 Q3	$651	Hold	44	–	–	﹤0.01%	414
2024 Q2	$591	Hold	44	–	–	﹤0.01%	412
2024 Q1	$616	Hold	44	–	–	﹤0.01%	408
2023 Q4	$686	Hold	44	–	–	﹤0.01%	399
2023 Q3	$1K	Hold	44	–	–	﹤0.01%	395
2023 Q2	$1K	Buy	44 +1	+2%	+$19	﹤0.01%	395
2023 Q1	$1K	Hold	43	–	–	﹤0.01%	390
2022 Q4	$1K	Hold	43	–	–	﹤0.01%	377
2022 Q3	$1K	Hold	43	–	–	﹤0.01%	363
2022 Q2	$1K	Hold	43	–	–	﹤0.01%	388
2022 Q1	$1K	Hold	43	–	–	﹤0.01%	415
2021 Q4	$1K	Hold	43	–	–	﹤0.01%	434
2021 Q3	$1K	Hold	43	–	–	﹤0.01%	447
2021 Q2	$1K	Buy	+43	New	+$981	﹤0.01%	452

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

Winch Advisory Services's ICLN Position: Q2 2025 in Review

Winch Advisory Services sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2025, closing a stake of 45 shares — an estimated $511 sold.

Winch Advisory Services first reported a position in ICLN in Q2 2021 and held it in 16 quarters. The position peaked at $1K in Q3 2023. 379 funds tracked by Wall St. Rank hold ICLN as of Q2 2025.

Winch Advisory Services reported no remaining iShares Global Clean Energy ETF position as of Q2 2025 after selling out during the quarter.
Winch Advisory Services sold 45 iShares Global Clean Energy ETF shares in Q2 2025, an estimated $511.
Winch Advisory Services first reported a position in iShares Global Clean Energy ETF in Q2 2021 and held it in 16 quarters.
Winch Advisory Services's iShares Global Clean Energy ETF position peaked at $1K in Q3 2023.
379 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2025.

Based on Winch Advisory Services's 13F filing for Q2 2025, filed 7 Aug 2025.