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

Bernard 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	$1.13K	Hold	55	–	–	﹤0.01%	289
2026 Q1	$1.01K	Hold	55	–	–	﹤0.01%	310
2025 Q4	$904	Hold	55	–	–	﹤0.01%	307
2025 Q3	$852	Hold	55	–	–	﹤0.01%	296
2025 Q2	$722	Sell	55 -30	-35%	-$368	﹤0.01%	284
2025 Q1	$971	Hold	85	–	–	﹤0.01%	351
2024 Q4	$968	Buy	+85	New	+$1.07K	﹤0.01%	285

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

Bernard Wealth Management's ICLN Position: Q2 2026 in Review

Bernard Wealth Management held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 55 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Bernard Wealth Management first reported a position in ICLN in Q4 2024 and has held it in 7 quarters since. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Bernard Wealth Management held 55 shares of iShares Global Clean Energy ETF worth $1.13K as of Q2 2026.
Bernard 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 Bernard Wealth Management's portfolio in Q2 2026, its #289 holding.
Bernard Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2024 and has held it in 7 quarters since.
474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.