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

AE 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 		$189K Buy
9,204
+3,352
+57% +$69.5K ﹤0.01% 1742
2026
Q1 		$107K Buy
5,852
+3,437
+142% +$62.6K ﹤0.01% 1781
2025
Q4 		$39.7K Sell
2,415
-67
-3% -$1.12K ﹤0.01% 1895
2025
Q3 		$38.4K Buy
2,482
+2
+0.1% +$28 ﹤0.01% 1771
2025
Q2 		$32.5K Sell
2,480
-562
-18% -$6.89K ﹤0.01% 1675
2025
Q1 		$34.7K Sell
3,042
-302
-9% -$3.44K ﹤0.01% 1638
2024
Q4 		$38.1K Buy
+3,344
New +$42.3K ﹤0.01% 1602
2024
Q1 		– Sell
-105,160
Closed -$1.46M – 1547
2023
Q4 		$1.46M Buy
105,160
+4,848
+5% +$68.2K 0.01% 1023
2023
Q3 		$1.47M Buy
100,312
+10,872
+12% +$182K 0.01% 949
2023
Q2 		$1.65M Sell
89,440
-2,435
-3% -$45.8K 0.01% 898
2023
Q1 		$1.82M Sell
91,875
-7,317
-7% -$145K 0.01% 838
2022
Q4 		$1.97M Sell
99,192
-137,873
-58% -$2.71M 0.01% 756
2022
Q3 		$4.53M Sell
237,065
-12,799
-5% -$273K 0.04% 448
2022
Q2 		$4.76M Sell
249,864
-9,296
-4% -$181K 0.04% 418
2022
Q1 		$5.58M Buy
259,160
+110,052
+74% +$2.15M 0.04% 409
2021
Q4 		$3.16M Sell
149,108
-86,125
-37% -$1.98M 0.02% 551
2021
Q3 		$5.09M Buy
235,233
+5,877
+3% +$134K 0.04% 378
2021
Q2 		$5.38M Buy
229,356
+33,058
+17% +$754K 0.05% 347
2021
Q1 		$4.77M Buy
196,298
+187,553
+2,145% +$5.25M 0.05% 320
2020
Q4 		$247K Buy
+8,745
New +$197K ﹤0.01% 1207

Other funds holding ICLN

APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

AE Wealth Management increased its iShares Global Clean Energy ETF (ICLN) stake by 57% in Q2 2026, buying an estimated $69.5K and bringing the position to 9,204 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

AE Wealth Management first reported a position in ICLN in Q4 2020 and has held it in 20 quarters since. The position peaked at $5.58M in Q1 2022. 479 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • AE Wealth Management held 9,204 shares of iShares Global Clean Energy ETF worth $189K as of Q2 2026.
  • AE Wealth Management bought 3,352 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $69.5K.
  • iShares Global Clean Energy ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1742 holding.
  • AE Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2020 and has held it in 20 quarters since.
  • AE Wealth Management's iShares Global Clean Energy ETF position peaked at $5.58M in Q1 2022.
  • 479 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.