Ameritas Advisory Services’s iShares Global Clean Energy ETF ICLN Stock Holding History

Ameritas Advisory Services’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	–	Sell	-44,474	Closed	-$813K	–	2049
2026 Q1	$813K	Sell	44,474 -2,646	-6%	-$48.2K	0.03%	432
2025 Q4	$774K	Buy	47,120 +45,062	+2,190%	+$751K	0.03%	428
2025 Q3	$31.9K	Sell	2,058 -4,390	-68%	-$62.2K	﹤0.01%	1259
2025 Q2	$84.5K	Buy	+6,448	New	+$79.1K	﹤0.01%	1055
2024 Q3	–	Sell	-11,431	Closed	-$152K	–	891
2024 Q2	$152K	Sell	11,431 -1,451	-11%	-$20.3K	0.01%	861
2024 Q1	$179K	Buy	+12,882	New	+$181K	0.01%	833
2023 Q2	–	Sell	-15,326	Closed	-$303K	–	1484
2023 Q1	$303K	Buy	15,326 +975	+7%	+$19.3K	0.02%	639
2022 Q4	$285K	Sell	14,351 -830	-5%	-$16.3K	0.01%	731
2022 Q3	$290K	Buy	15,181 +181	+1%	+$3.86K	0.02%	595
2022 Q2	$286K	Sell	15,000 -3,716	-20%	-$72.4K	0.02%	636
2022 Q1	$403K	Buy	18,716 +1,686	+10%	+$33K	0.01%	564
2021 Q4	$361K	Buy	+17,030	New	+$392K	0.01%	594

Other funds holding ICLN

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Ameritas Advisory Services's ICLN Position: Q2 2026 in Review

Ameritas Advisory Services sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2026, closing a stake of 44,474 shares — an estimated $813K sold.

Ameritas Advisory Services first reported a position in ICLN in Q4 2021 and held it in 12 quarters. The position peaked at $813K in Q1 2026. 477 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Ameritas Advisory Services reported no remaining iShares Global Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
Ameritas Advisory Services sold 44,474 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $813K.
Ameritas Advisory Services first reported a position in iShares Global Clean Energy ETF in Q4 2021 and held it in 12 quarters.
Ameritas Advisory Services's iShares Global Clean Energy ETF position peaked at $813K in Q1 2026.
477 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.