Abound Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Abound Wealth 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 Q2	$410	Hold	20	–	–	﹤0.01%	979
2026 Q1	$366	Hold	20	–	–	﹤0.01%	1095
2025 Q4	$329	Hold	20	–	–	﹤0.01%	1020
2025 Q3	$310	Hold	20	–	–	﹤0.01%	997
2025 Q2	$263	Hold	20	–	–	﹤0.01%	956
2025 Q1	$229	Hold	20	–	–	﹤0.01%	939
2024 Q4	$228	Hold	20	–	–	﹤0.01%	1005
2024 Q3	$294	Hold	20	–	–	﹤0.01%	987
2024 Q2	$267	Hold	20	–	–	﹤0.01%	1022
2024 Q1	$280	Hold	20	–	–	﹤0.01%	1163
2023 Q4	$312	Sell	20 -240	-92%	-$3.38K	﹤0.01%	1142
2023 Q3	$3.8K	Sell	260 -250	-49%	-$4.2K	﹤0.01%	519
2023 Q2	$9.38K	Buy	510 +3	+0.6%	+$56	﹤0.01%	349
2023 Q1	$10K	Buy	507 +69	+16%	+$1.37K	﹤0.01%	286
2022 Q4	$8.69K	Buy	438 +50	+13%	+$983	﹤0.01%	279
2022 Q3	$7.41K	Buy	388 +368	+1,840%	+$7.84K	﹤0.01%	316
2022 Q2	$381	Hold	20	–	–	﹤0.01%	113
2022 Q1	$430	Hold	20	–	–	﹤0.01%	110
2021 Q4	$423	Buy	+20	New	+$460	﹤0.01%	104

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

Abound Wealth Management's ICLN Position: Q2 2026 in Review

Abound Wealth Management held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 20 shares worth $410. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Abound Wealth Management first reported a position in ICLN in Q4 2021 and has held it in 19 quarters since. The position peaked at $10K in Q1 2023. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Abound Wealth Management held 20 shares of iShares Global Clean Energy ETF worth $410 as of Q2 2026.
Abound Wealth Management left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #979 holding.
Abound Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2021 and has held it in 19 quarters since.
Abound Wealth Management's iShares Global Clean Energy ETF position peaked at $10K in Q1 2023.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.