Bar Harbor Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Bar Harbor Wealth Management’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	$292K	Buy	14,273 +208	+1%	+$4.31K	0.02%	221
2026 Q1	$257K	Sell	14,065 -10	-0.1%	-$182	0.02%	233
2025 Q4	$231K	Buy	14,075 +203	+1%	+$3.38K	0.01%	239
2025 Q3	$215K	Hold	13,872	–	–	0.01%	242
2025 Q2	$182K	Hold	13,872	–	–	0.01%	248
2025 Q1	$158K	Buy	13,872 +318	+2%	+$3.63K	0.01%	248
2024 Q4	$154K	Buy	13,554 +1,450	+12%	+$18.3K	0.01%	249
2024 Q3	$178K	Hold	12,104	–	–	0.01%	260
2024 Q2	$161K	Buy	12,104 +197	+2%	+$2.76K	0.01%	253
2024 Q1	$166K	Buy	11,907 +89	+0.8%	+$1.25K	0.01%	252
2023 Q4	$184K	Buy	11,818 +558	+5%	+$7.85K	0.01%	245
2023 Q3	$165K	Buy	+11,260	New	+$189K	0.01%	240
2022 Q2	–	Sell	-16,000	Closed	-$344K	–	266
2022 Q1	$344K	Buy	+16,000	New	+$313K	0.03%	184

Other funds holding ICLN

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

WGS

Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WFG

Wormser Freres Gestion Paris, France $177M AUM 13.84% 1-Year Est. Return

Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

Bar Harbor Wealth Management's ICLN Position: Q2 2026 in Review

Bar Harbor Wealth Management increased its iShares Global Clean Energy ETF (ICLN) stake by 1.5% in Q2 2026, buying an estimated $4.31K and bringing the position to 14,273 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #221.

Bar Harbor Wealth Management first reported a position in ICLN in Q1 2022 and has held it in 13 quarters since. The position peaked at $344K in Q1 2022. 70 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Bar Harbor Wealth Management held 14,273 shares of iShares Global Clean Energy ETF worth $292K as of Q2 2026.
Bar Harbor Wealth Management bought 208 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $4.31K.
iShares Global Clean Energy ETF made up 0.02% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #221 holding.
Bar Harbor Wealth Management first reported a position in iShares Global Clean Energy ETF in Q1 2022 and has held it in 13 quarters since.
Bar Harbor Wealth Management's iShares Global Clean Energy ETF position peaked at $344K in Q1 2022.
70 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.