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

Ameliora 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	$143K	Sell	7,000 -500	-7%	-$10.4K	0.04%	121
2026 Q1	$137K	Hold	7,500	–	–	0.04%	114
2025 Q4	$123K	Hold	7,500	–	–	0.04%	121
2025 Q3	$116K	Hold	7,500	–	–	0.04%	127
2025 Q2	$98.3K	Hold	7,500	–	–	0.04%	134
2025 Q1	$85.7K	Hold	7,500	–	–	0.03%	145
2024 Q4	$85.3K	Buy	+7,500	New	+$94.9K	0.03%	142
2024 Q2	–	Sell	-3,000	Closed	-$41.9K	–	190
2024 Q1	$41.9K	Buy	+3,000	New	+$42.3K	0.02%	138

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

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

Ameliora Wealth Management reduced its iShares Global Clean Energy ETF (ICLN) stake by 6.7% in Q2 2026, selling an estimated $10.4K and leaving 7,000 shares worth $143K. The position accounts for 0.04% of the portfolio, ranked #121.

Ameliora Wealth Management first reported a position in ICLN in Q1 2024 and has held it in 8 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Ameliora Wealth Management held 7,000 shares of iShares Global Clean Energy ETF worth $143K as of Q2 2026.
Ameliora Wealth Management sold 500 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $10.4K.
iShares Global Clean Energy ETF made up 0.04% of Ameliora Wealth Management's portfolio in Q2 2026, its #121 holding.
Ameliora Wealth Management first reported a position in iShares Global Clean Energy ETF in Q1 2024 and has held it in 8 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.