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

Allworth Financial’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	$41.9K	Sell	2,045 -1,000	-33%	-$20.7K	﹤0.01%	2643
2026 Q1	$55.7K	Sell	3,045 -1,087	-26%	-$19.8K	﹤0.01%	2240
2025 Q4	$67.9K	Buy	4,132 +4	+0.1%	+$67	﹤0.01%	1996
2025 Q3	$63.9K	Sell	4,128 -684	-14%	-$9.69K	﹤0.01%	1956
2025 Q2	$63.1K	Buy	4,812 +2,206	+85%	+$27.1K	﹤0.01%	1810
2025 Q1	$30.6K	Sell	2,606 -491	-16%	-$5.6K	﹤0.01%	1814
2024 Q4	$34.2K	Buy	3,097 +506	+20%	+$6.4K	﹤0.01%	1776
2024 Q3	$38.1K	Buy	2,591 +379	+17%	+$5.34K	﹤0.01%	1532
2024 Q2	$30.2K	Sell	2,212 -6,866	-76%	-$96.2K	﹤0.01%	1618
2024 Q1	$127K	Buy	9,078 +5,491	+153%	+$77.4K	﹤0.01%	941
2023 Q4	$55.9K	Sell	3,587 -6,028	-63%	-$84.8K	﹤0.01%	1160
2023 Q3	$141K	Buy	9,615 +2,371	+33%	+$39.8K	﹤0.01%	770
2023 Q2	$133K	Buy	7,244 +712	+11%	+$13.4K	﹤0.01%	797
2023 Q1	$129K	Buy	6,532 +3,450	+112%	+$68.3K	﹤0.01%	772
2022 Q4	$61.2K	Buy	3,082 +480	+18%	+$9.44K	﹤0.01%	944
2022 Q3	$50K	Buy	2,602 +400	+18%	+$8.53K	﹤0.01%	961
2022 Q2	$42K	Buy	+2,202	New	+$42.9K	﹤0.01%	967

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

Allworth Financial's ICLN Position: Q2 2026 in Review

Allworth Financial reduced its iShares Global Clean Energy ETF (ICLN) stake by 33% in Q2 2026, selling an estimated $20.7K and leaving 2,045 shares worth $41.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2643.

Allworth Financial first reported a position in ICLN in Q2 2022 and has held it in 17 quarters since. The position peaked at $141K in Q3 2023. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Allworth Financial held 2,045 shares of iShares Global Clean Energy ETF worth $41.9K as of Q2 2026.
Allworth Financial sold 1,000 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $20.7K.
iShares Global Clean Energy ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2643 holding.
Allworth Financial first reported a position in iShares Global Clean Energy ETF in Q2 2022 and has held it in 17 quarters since.
Allworth Financial's iShares Global Clean Energy ETF position peaked at $141K in Q3 2023.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.