Arax Advisory Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

Arax Advisory Partners’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	$944K	Buy	46,065 +19,443	+73%	+$403K	0.01%	1246
2026 Q1	$487K	Buy	26,622 +8,473	+47%	+$154K	0.01%	661
2025 Q4	$298K	Buy	+18,149	New	+$303K	0.01%	830
2025 Q3	–	Sell	-2,203	Closed	-$28.9K	–	3920
2025 Q2	$28.9K	Buy	2,203 +6	+0.3%	+$74	﹤0.01%	1498
2025 Q1	$25.1K	Sell	2,197 -1	-0%	-$11	﹤0.01%	1210
2024 Q4	$25K	Buy	2,198 +41	+2%	+$519	﹤0.01%	1127
2024 Q3	$31.7K	Hold	2,157	–	–	﹤0.01%	897
2024 Q2	$28.7K	Buy	2,157 +14	+0.7%	+$196	﹤0.01%	859
2024 Q1	$30K	Hold	2,143	–	–	﹤0.01%	594
2023 Q4	$33.4K	Buy	2,143 +17	+0.8%	+$239	﹤0.01%	554
2023 Q3	$31.1K	Hold	2,126	–	–	﹤0.01%	525
2023 Q2	$39.1K	Buy	2,126 +14	+0.7%	+$263	0.01%	489
2023 Q1	$41.8K	Sell	2,112 -99	-4%	-$1.96K	0.01%	487
2022 Q4	$43.9K	Sell	2,211 -1,558	-41%	-$30.6K	0.01%	466
2022 Q3	$72K	Hold	3,769	–	–	0.01%	369
2022 Q2	$72K	Buy	3,769 +1,738	+86%	+$33.9K	0.01%	368
2022 Q1	$44K	Buy	2,031 +1	+0%	+$20	0.01%	474
2021 Q4	$43K	Sell	2,030 -148	-7%	-$3.4K	0.01%	476
2021 Q3	$47K	Sell	2,178 -1,182	-35%	-$26.9K	0.01%	457
2021 Q2	$79K	Buy	+3,360	New	+$76.7K	0.01%	388
2020 Q4	$64K	Buy	2,263 +537	+31%	+$12.1K	0.01%	373
2020 Q3	$32K	Hold	1,726	–	–	0.01%	431
2020 Q2	$22K	Hold	1,726	–	–	﹤0.01%	463
2020 Q1	$16K	Buy	+1,726	New	+$20.4K	﹤0.01%	474

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

Arax Advisory Partners's ICLN Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares Global Clean Energy ETF (ICLN) stake by 73% in Q2 2026, buying an estimated $403K and bringing the position to 46,065 shares worth $944K. The position accounts for 0.01% of the portfolio, ranked #1246.

Arax Advisory Partners first reported a position in ICLN in Q1 2020 and has held it in 24 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Arax Advisory Partners held 46,065 shares of iShares Global Clean Energy ETF worth $944K as of Q2 2026.
Arax Advisory Partners bought 19,443 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $403K.
iShares Global Clean Energy ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1246 holding.
Arax Advisory Partners first reported a position in iShares Global Clean Energy ETF in Q1 2020 and has held it in 24 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.