AlphaCore Capital’s iShares Global Clean Energy ETF ICLN Stock Holding History

AlphaCore Capital’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	$106K	Sell	5,173 -11,493	-69%	-$238K	﹤0.01%	1204
2026 Q1	$305K	Buy	16,666 +4,858	+41%	+$88.5K	0.01%	689
2025 Q4	$194K	Sell	11,808 -6,672	-36%	-$111K	﹤0.01%	1002
2025 Q3	$286K	Sell	18,480 -1,476	-7%	-$20.9K	0.01%	601
2025 Q2	$262K	Sell	19,956 -13,632	-41%	-$167K	0.01%	513
2025 Q1	$384K	Buy	+33,588	New	+$383K	0.03%	312
2024 Q1	–	Sell	-240	Closed	-$3.74K	–	243
2023 Q4	$3.74K	Hold	240	–	–	﹤0.01%	362
2023 Q3	$3.51K	Sell	240 -786	-77%	-$13.2K	﹤0.01%	348
2023 Q2	$18.9K	Sell	1,026 -4,624	-82%	-$86.9K	﹤0.01%	280
2023 Q1	$112K	Buy	5,650 +5,410	+2,254%	+$107K	0.03%	146
2022 Q4	$4.76K	Buy	+240	New	+$4.72K	﹤0.01%	152

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

AlphaCore Capital's ICLN Position: Q2 2026 in Review

AlphaCore Capital reduced its iShares Global Clean Energy ETF (ICLN) stake by 69% in Q2 2026, selling an estimated $238K and leaving 5,173 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

AlphaCore Capital first reported a position in ICLN in Q4 2022 and has held it in 11 quarters since. The position peaked at $384K in Q1 2025. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

AlphaCore Capital held 5,173 shares of iShares Global Clean Energy ETF worth $106K as of Q2 2026.
AlphaCore Capital sold 11,493 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $238K.
iShares Global Clean Energy ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1204 holding.
AlphaCore Capital first reported a position in iShares Global Clean Energy ETF in Q4 2022 and has held it in 11 quarters since.
AlphaCore Capital's iShares Global Clean Energy ETF position peaked at $384K in Q1 2025.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.