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

Apella 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	$801K	Buy	41,428 +1,391	+3%	+$28.8K	0.01%	399
2026 Q1	$777K	Buy	40,037 +941	+2%	+$17.1K	0.01%	396
2025 Q4	$642K	Buy	+39,096	New	+$652K	0.01%	322
2022 Q2	–	Sell	-9,754	Closed	-$210K	–	225
2022 Q1	$210K	Hold	9,754	–	–	0.03%	198
2021 Q4	$206K	Buy	+9,754	New	+$224K	0.03%	195

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

Apella Capital's ICLN Position: Q2 2026 in Review

Apella Capital increased its iShares Global Clean Energy ETF (ICLN) stake by 3.5% in Q2 2026, buying an estimated $28.8K and bringing the position to 41,428 shares worth $801K. The position accounts for 0.01% of the portfolio, ranked #399.

Apella Capital first reported a position in ICLN in Q4 2021 and has held it in 5 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Apella Capital held 41,428 shares of iShares Global Clean Energy ETF worth $801K as of Q2 2026.
Apella Capital bought 1,391 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $28.8K.
iShares Global Clean Energy ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #399 holding.
Apella Capital first reported a position in iShares Global Clean Energy ETF in Q4 2021 and has held it in 5 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.