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Avantax Planning Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

Avantax Planning 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 		$285K Hold
13,894
– – 0.01% 375
2026
Q1 		$254K Buy
13,894
+803
+6% +$14.6K 0.01% 379
2025
Q4 		$215K Buy
+13,091
New +$218K 0.01% 409

Other funds holding ICLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
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
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

Avantax Planning Partners's ICLN Position: Q2 2026 in Review

Avantax Planning Partners held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 13,894 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #375.

Avantax Planning Partners first reported a position in ICLN in Q4 2025 and has held it in 3 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Avantax Planning Partners held 13,894 shares of iShares Global Clean Energy ETF worth $285K as of Q2 2026.
  • Avantax Planning Partners left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
  • iShares Global Clean Energy ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #375 holding.
  • Avantax Planning Partners first reported a position in iShares Global Clean Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.