1 North Wealth Services’s iShares Global Clean Energy ETF ICLN Stock Holding History

1 North Wealth 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
2026 Q2	$3.69K	Hold	180	–	–	﹤0.01%	255
2026 Q1	$3.29K	Hold	180	–	–	﹤0.01%	224
2025 Q4	$2.96K	Hold	180	–	–	﹤0.01%	238
2025 Q3	$2.79K	Hold	180	–	–	﹤0.01%	218
2025 Q2	$2.36K	Hold	180	–	–	﹤0.01%	226
2025 Q1	$2.06K	Buy	+180	New	+$2.05K	﹤0.01%	231

Other funds holding ICLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

1 North Wealth Services's ICLN Position: Q2 2026 in Review

1 North Wealth Services held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 180 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

1 North Wealth Services first reported a position in ICLN in Q1 2025 and has held it in 6 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

1 North Wealth Services held 180 shares of iShares Global Clean Energy ETF worth $3.69K as of Q2 2026.
1 North Wealth Services left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #255 holding.
1 North Wealth Services first reported a position in iShares Global Clean Energy ETF in Q1 2025 and has held it in 6 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.