Bartlett & Co Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Bartlett & Co 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	$35K	Hold	1,710	–	–	﹤0.01%	798
2026 Q1	$35.5K	Hold	1,710	–	–	﹤0.01%	737
2025 Q4	$28.1K	Buy	+1,710	New	+$28.5K	﹤0.01%	760
2023 Q4	–	Sell	-1,197	Closed	-$17.5K	–	1262
2023 Q3	$17.5K	Buy	1,197 +947	+379%	+$15.9K	﹤0.01%	847
2023 Q2	$4.6K	Hold	250	–	–	﹤0.01%	997
2023 Q1	$4.95K	Hold	250	–	–	﹤0.01%	896
2022 Q4	$4.96K	Hold	250	–	–	﹤0.01%	925
2022 Q3	$4.77K	Hold	250	–	–	﹤0.01%	935
2022 Q2	$4.76K	Hold	250	–	–	﹤0.01%	1026
2022 Q1	$5.38K	Buy	+250	New	+$4.89K	﹤0.01%	908
2021 Q4	–	Sell	-250	Closed	-$5.41K	–	620
2021 Q3	$5.41K	Hold	250	–	–	﹤0.01%	758
2021 Q2	$5.87K	Hold	250	–	–	﹤0.01%	742
2021 Q1	$6.08K	Hold	250	–	–	﹤0.01%	775
2020 Q4	$7.06K	Hold	250	–	–	﹤0.01%	763
2020 Q3	$4.62K	Hold	250	–	–	﹤0.01%	742
2020 Q2	$3.13K	Hold	250	–	–	﹤0.01%	763
2020 Q1	$2.39K	Hold	250	–	–	﹤0.01%	771
2019 Q4	$2.94K	Hold	250	–	–	﹤0.01%	795
2019 Q3	$2.73K	Hold	250	–	–	﹤0.01%	812
2019 Q2	$2.66K	Hold	250	–	–	﹤0.01%	658
2019 Q1	$2.44K	Sell	250 -5	-2%	-$47	﹤0.01%	642
2018 Q4	$2.11K	Hold	255	–	–	﹤0.01%	653
2018 Q3	$2.19K	Hold	255	–	–	﹤0.01%	662
2018 Q2	$2.23K	Buy	255 +5	+2%	+$48	﹤0.01%	666
2018 Q1	$2.38K	Buy	+250	New	+$2.37K	﹤0.01%	686

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

Bartlett & Co Wealth Management's ICLN Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 1,710 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Bartlett & Co Wealth Management first reported a position in ICLN in Q1 2018 and has held it in 25 quarters since. The position peaked at $35.5K in Q1 2026. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Bartlett & Co Wealth Management held 1,710 shares of iShares Global Clean Energy ETF worth $35K as of Q2 2026.
Bartlett & Co Wealth Management left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #798 holding.
Bartlett & Co Wealth Management first reported a position in iShares Global Clean Energy ETF in Q1 2018 and has held it in 25 quarters since.
Bartlett & Co Wealth Management's iShares Global Clean Energy ETF position peaked at $35.5K in Q1 2026.
474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.