Aufman Associates’s iShares Global Clean Energy ETF ICLN Stock Holding History

Aufman Associates’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 Q1	$188K	Hold	10,269	–	–	0.09%	64
2025 Q4	$169K	Hold	10,269	–	–	0.09%	66
2025 Q3	$159K	Hold	10,269	–	–	0.09%	65
2025 Q2	$135K	Buy	10,269 +111	+1%	+$1.36K	0.08%	63
2025 Q1	$116K	Hold	10,158	–	–	0.08%	56
2024 Q4	$116K	Buy	10,158 +101	+1%	+$1.28K	0.08%	58
2024 Q3	$148K	Hold	10,057	–	–	0.1%	63
2024 Q2	$134K	Buy	+10,057	New	+$141K	0.1%	46
2022 Q2	–	Sell	-9,954	Closed	-$214K	–	46
2022 Q1	$214K	Sell	9,954 -253	-2%	-$4.95K	0.17%	46
2021 Q4	$216K	Hold	10,207	–	–	0.16%	49
2021 Q3	$221K	Hold	10,207	–	–	0.18%	44
2021 Q2	$239K	Hold	10,207	–	–	0.18%	43
2021 Q1	$248K	Hold	10,207	–	–	0.21%	37
2020 Q4	$288K	Hold	10,207	–	–	0.26%	31
2020 Q3	$189K	Buy	+10,207	New	+$160K	0.2%	36

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Aufman Associates's ICLN Position: Q1 2026 in Review

Aufman Associates held its iShares Global Clean Energy ETF (ICLN) position steady in Q1 2026 at 10,269 shares worth $188K. The position accounts for 0.09% of the portfolio, ranked #64.

Aufman Associates first reported a position in ICLN in Q3 2020 and has held it in 15 quarters since. The position peaked at $288K in Q4 2020. 421 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

Aufman Associates held 10,269 shares of iShares Global Clean Energy ETF worth $188K as of Q1 2026.
Aufman Associates left its iShares Global Clean Energy ETF share count unchanged in Q1 2026.
iShares Global Clean Energy ETF made up 0.09% of Aufman Associates's portfolio in Q1 2026, its #64 holding.
Aufman Associates first reported a position in iShares Global Clean Energy ETF in Q3 2020 and has held it in 15 quarters since.
Aufman Associates's iShares Global Clean Energy ETF position peaked at $288K in Q4 2020.
421 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.