Anchor Investment Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Anchor Investment 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	$123K	Hold	6,000	–	–	0.01%	455
2026 Q1	$110K	Hold	6,000	–	–	0.01%	470
2025 Q4	$98.6K	Hold	6,000	–	–	0.01%	484
2025 Q3	$92.9K	Hold	6,000	–	–	0.01%	499
2025 Q2	$78.7K	Buy	6,000 +3,000	+100%	+$36.8K	0.01%	523
2025 Q1	$34.3K	Buy	+3,000	New	+$34.2K	﹤0.01%	621

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

Anchor Investment Management's ICLN Position: Q2 2026 in Review

Anchor Investment Management held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 6,000 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #455.

Anchor Investment Management first reported a position in ICLN in Q1 2025 and has held it in 6 quarters since. 478 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Anchor Investment Management held 6,000 shares of iShares Global Clean Energy ETF worth $123K as of Q2 2026.
Anchor Investment Management left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up 0.01% of Anchor Investment Management's portfolio in Q2 2026, its #455 holding.
Anchor Investment Management first reported a position in iShares Global Clean Energy ETF in Q1 2025 and has held it in 6 quarters since.
478 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.