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 Q2	$210K	Sell	10,267 -2	-0%	-$41	0.08%	67
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

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

Aufman Associates's ICLN Position: Q2 2026 in Review

Aufman Associates reduced its iShares Global Clean Energy ETF (ICLN) stake by 0.02% in Q2 2026, selling an estimated $41 and leaving 10,267 shares worth $210K. The position accounts for 0.08% of the portfolio, ranked #67.

Aufman Associates first reported a position in ICLN in Q3 2020 and has held it in 16 quarters since. The position peaked at $288K in Q4 2020. 477 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Aufman Associates held 10,267 shares of iShares Global Clean Energy ETF worth $210K as of Q2 2026.
Aufman Associates sold 2 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $41.
iShares Global Clean Energy ETF made up 0.08% of Aufman Associates's portfolio in Q2 2026, its #67 holding.
Aufman Associates first reported a position in iShares Global Clean Energy ETF in Q3 2020 and has held it in 16 quarters since.
Aufman Associates's iShares Global Clean Energy ETF position peaked at $288K in Q4 2020.
477 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Aufman Associates's 13F filing for Q2 2026, filed 12 Aug 2026.