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

Activest 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	$2.05K	Hold	100	–	–	﹤0.01%	849
2026 Q1	$1.83K	Hold	100	–	–	﹤0.01%	968
2025 Q4	$1.64K	Hold	100	–	–	﹤0.01%	910
2025 Q3	$1.55K	Hold	100	–	–	﹤0.01%	814
2025 Q2	$1.31K	Hold	100	–	–	﹤0.01%	738
2025 Q1	$1.14K	Sell	100 -2,305	-96%	-$26.3K	﹤0.01%	746
2024 Q4	$27.4K	Buy	2,405 +1	+0%	+$13	0.01%	222
2024 Q3	$35.3K	Sell	2,404 -4,000	-62%	-$56.3K	0.01%	205
2024 Q2	$85.3K	Buy	6,404 +6,072	+1,829%	+$85K	0.03%	135
2024 Q1	$4.64K	Hold	332	–	–	﹤0.01%	263
2023 Q4	$5.16K	Buy	332 +2	+0.6%	+$28	﹤0.01%	228
2023 Q3	$4.83K	Buy	+330	New	+$5.54K	﹤0.01%	227
2023 Q2	–	Sell	-329	Closed	-$6.42K	–	342
2023 Q1	$6.42K	Buy	+329	New	+$6.52K	﹤0.01%	199
2022 Q3	–	Sell	-329	Closed	-$6K	–	517
2022 Q2	$6K	Buy	329 +1	+0.3%	+$19	﹤0.01%	244
2022 Q1	$7K	Hold	328	–	–	﹤0.01%	233
2021 Q4	$7K	Buy	328 +1	+0.3%	+$23	﹤0.01%	234
2021 Q3	$7K	Hold	327	–	–	﹤0.01%	257
2021 Q2	$8K	Buy	327 +1	+0.3%	+$23	0.01%	220
2021 Q1	$8K	Buy	+326	New	+$9.12K	0.01%	206

Other funds holding ICLN

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

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

Activest Wealth Management held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 100 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Activest Wealth Management first reported a position in ICLN in Q1 2021 and has held it in 19 quarters since. The position peaked at $85.3K in Q2 2024. 477 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Activest Wealth Management held 100 shares of iShares Global Clean Energy ETF worth $2.05K as of Q2 2026.
Activest 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 Activest Wealth Management's portfolio in Q2 2026, its #849 holding.
Activest Wealth Management first reported a position in iShares Global Clean Energy ETF in Q1 2021 and has held it in 19 quarters since.
Activest Wealth Management's iShares Global Clean Energy ETF position peaked at $85.3K in Q2 2024.
477 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.