Advocate Investing Services’s iShares Global Clean Energy ETF ICLN Stock Holding History

Advocate Investing 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	$522K	Hold	25,500	–	–	0.4%	62
2026 Q1	$466K	Sell	25,500 -200	-0.8%	-$3.64K	0.4%	64
2025 Q4	$422K	Buy	+25,700	New	+$428K	0.38%	57

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

Advocate Investing Services's ICLN Position: Q2 2026 in Review

Advocate Investing Services held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 25,500 shares worth $522K. The position accounts for 0.4% of the portfolio, ranked #62.

Advocate Investing Services first reported a position in ICLN in Q4 2025 and has held it in 3 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Advocate Investing Services held 25,500 shares of iShares Global Clean Energy ETF worth $522K as of Q2 2026.
Advocate Investing Services left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up 0.4% of Advocate Investing Services's portfolio in Q2 2026, its #62 holding.
Advocate Investing Services first reported a position in iShares Global Clean Energy ETF in Q4 2025 and has held it in 3 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.