Barrett & Company’s iShares Global Clean Energy ETF ICLN Stock Holding History

Barrett & Company’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	$3.28K	Hold	160	–	–	﹤0.01%	588
2026 Q1	$2.93K	Hold	160	–	–	﹤0.01%	561
2025 Q4	$2.63K	Hold	160	–	–	﹤0.01%	572
2025 Q3	$2.48K	Hold	160	–	–	﹤0.01%	572
2025 Q2	$2.1K	Hold	160	–	–	﹤0.01%	579
2025 Q1	$1.83K	Hold	160	–	–	﹤0.01%	557
2024 Q4	$1.82K	Hold	160	–	–	﹤0.01%	559
2024 Q3	$2.35K	Hold	160	–	–	﹤0.01%	526
2024 Q2	$2.13K	Hold	160	–	–	﹤0.01%	543
2024 Q1	$2.24K	Hold	160	–	–	﹤0.01%	539
2023 Q4	$2.49K	Hold	160	–	–	﹤0.01%	518
2023 Q3	$2.34K	Hold	160	–	–	﹤0.01%	535
2023 Q2	$2.94K	Hold	160	–	–	﹤0.01%	507
2023 Q1	$3.17K	Hold	160	–	–	﹤0.01%	478
2022 Q4	$3.18K	Hold	160	–	–	﹤0.01%	479
2022 Q3	$3.18K	Buy	+160	New	+$3.41K	﹤0.01%	479

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

Barrett & Company's ICLN Position: Q2 2026 in Review

Barrett & Company held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 160 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Barrett & Company first reported a position in ICLN in Q3 2022 and has held it in 16 quarters since. 478 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Barrett & Company held 160 shares of iShares Global Clean Energy ETF worth $3.28K as of Q2 2026.
Barrett & Company left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #588 holding.
Barrett & Company first reported a position in iShares Global Clean Energy ETF in Q3 2022 and has held it in 16 quarters since.
478 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.