Albion Financial Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Albion Financial Group’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	$205	Hold	10	–	–	﹤0.01%	625
2026 Q1	$183	Hold	10	–	–	﹤0.01%	714
2025 Q4	$165	Hold	10	–	–	﹤0.01%	630
2025 Q3	$155	Buy	+10	New	+$142	﹤0.01%	634
2024 Q4	–	Sell	-61	Closed	-$895	–	687
2024 Q3	$895	Buy	+61	New	+$859	﹤0.01%	458
2021 Q4	–	Sell	-125	Closed	-$3K	–	647
2021 Q3	$3K	Hold	125	–	–	﹤0.01%	437
2021 Q2	$3K	Buy	+125	New	+$2.85K	﹤0.01%	434

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

Albion Financial Group's ICLN Position: Q2 2026 in Review

Albion Financial Group held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 10 shares worth $205. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Albion Financial Group first reported a position in ICLN in Q2 2021 and has held it in 7 quarters since. The position peaked at $3K in Q3 2021. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Albion Financial Group held 10 shares of iShares Global Clean Energy ETF worth $205 as of Q2 2026.
Albion Financial Group left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #625 holding.
Albion Financial Group first reported a position in iShares Global Clean Energy ETF in Q2 2021 and has held it in 7 quarters since.
Albion Financial Group's iShares Global Clean Energy ETF position peaked at $3K in Q3 2021.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.