AFTS
ICLN icon

American Financial & Tax Strategies’s iShares Global Clean Energy ETF ICLN Stock Holding History

American Financial & Tax Strategies’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 		$321K Hold
15,685
– – 0.15% 90
2026
Q1 		$287K Buy
15,685
+102
+0.7% +$1.86K 0.14% 90
2025
Q4 		$256K Buy
15,583
+849
+6% +$14.2K 0.13% 92
2025
Q3 		$228K Buy
14,734
+1,333
+10% +$18.9K 0.11% 92
2025
Q2 		$176K Buy
13,401
+1,080
+9% +$13.2K 0.09% 91
2025
Q1 		$141K Sell
12,321
-333
-3% -$3.8K 0.08% 91
2024
Q4 		$144K Hold
12,654
– – 0.07% 90
2024
Q3 		$186K Buy
12,654
+409
+3% +$5.76K 0.09% 92
2024
Q2 		$163K Buy
12,245
+58
+0.5% +$812 0.09% 93
2024
Q1 		$170K Buy
12,187
+1,326
+12% +$18.7K 0.09% 91
2023
Q4 		$169K Buy
+10,861
New +$153K 0.1% 90

Other funds holding ICLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 22.96% 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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

American Financial & Tax Strategies's ICLN Position: Q2 2026 in Review

American Financial & Tax Strategies held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 15,685 shares worth $321K. The position accounts for 0.15% of the portfolio, ranked #90.

American Financial & Tax Strategies first reported a position in ICLN in Q4 2023 and has held it in 11 quarters since. 318 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • American Financial & Tax Strategies held 15,685 shares of iShares Global Clean Energy ETF worth $321K as of Q2 2026.
  • American Financial & Tax Strategies left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
  • iShares Global Clean Energy ETF made up 0.15% of American Financial & Tax Strategies's portfolio in Q2 2026, its #90 holding.
  • American Financial & Tax Strategies first reported a position in iShares Global Clean Energy ETF in Q4 2023 and has held it in 11 quarters since.
  • 318 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.