Balanced Rock Investment Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Balanced Rock Investment Advisors’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	$819K	Sell	39,972 -6,051	-13%	-$125K	0.51%	44
2026 Q1	$842K	Sell	46,023 -566	-1%	-$10.3K	0.59%	40
2025 Q4	$765K	Sell	46,589 -2,121	-4%	-$35.4K	0.54%	40
2025 Q3	$754K	Buy	48,710 +1,070	+2%	+$15.2K	0.55%	40
2025 Q2	$625K	Buy	47,640 +3,996	+9%	+$49K	0.49%	42
2025 Q1	$498K	Buy	43,644 +1,962	+5%	+$22.4K	0.4%	45
2024 Q4	$474K	Buy	41,682 +4,772	+13%	+$60.4K	0.38%	49
2024 Q3	$542K	Buy	36,910 +1,447	+4%	+$20.4K	0.43%	44
2024 Q2	$472K	Buy	35,463 +1,903	+6%	+$26.7K	0.4%	52
2024 Q1	$469K	Sell	33,560 -11,264	-25%	-$159K	0.4%	53
2023 Q4	$698K	Buy	+44,824	New	+$630K	0.62%	36

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

Balanced Rock Investment Advisors's ICLN Position: Q2 2026 in Review

Balanced Rock Investment Advisors reduced its iShares Global Clean Energy ETF (ICLN) stake by 13% in Q2 2026, selling an estimated $125K and leaving 39,972 shares worth $819K. The position accounts for 0.51% of the portfolio, ranked #44.

Balanced Rock Investment Advisors first reported a position in ICLN in Q4 2023 and has held it in 11 quarters since. The position peaked at $842K in Q1 2026. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Balanced Rock Investment Advisors held 39,972 shares of iShares Global Clean Energy ETF worth $819K as of Q2 2026.
Balanced Rock Investment Advisors sold 6,051 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $125K.
iShares Global Clean Energy ETF made up 0.51% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #44 holding.
Balanced Rock Investment Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2023 and has held it in 11 quarters since.
Balanced Rock Investment Advisors's iShares Global Clean Energy ETF position peaked at $842K in Q1 2026.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.