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Biltmore Family Office’s iShares Global Clean Energy ETF ICLN Stock Holding History

Biltmore Family Office’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 		$598K Hold
29,177
– – 0.08% 152
2026
Q1 		$534K Hold
29,177
– – 0.07% 157
2025
Q4 		$479K Buy
29,177
+6,177
+27% +$103K 0.07% 149
2025
Q3 		$356K Sell
23,000
-128
-0.6% -$1.81K 0.05% 169
2025
Q2 		$303K Buy
23,128
+841
+4% +$10.3K 0.05% 174
2025
Q1 		$255K Sell
22,287
-17,140
-43% -$195K 0.04% 182
2024
Q4 		$449K Sell
39,427
-10,303
-21% -$130K 0.08% 129
2024
Q3 		$731K Sell
49,730
-6,731
-12% -$94.8K 0.12% 103
2024
Q2 		$752K Sell
56,461
-765
-1% -$10.7K 0.14% 92
2024
Q1 		$800K Sell
57,226
-2,882
-5% -$40.6K 0.16% 86
2023
Q4 		$936K Sell
60,108
-139,995
-70% -$1.97M 0.19% 78
2023
Q3 		$2.93M Sell
200,103
-11,102
-5% -$186K 0.66% 22
2023
Q2 		$3.89M Sell
211,205
-2,189
-1% -$41.2K 0.82% 18
2023
Q1 		$4.22M Sell
213,394
-4,636
-2% -$91.8K 0.89% 16
2022
Q4 		$4.33M Sell
218,030
-10,216
-4% -$201K 0.89% 16
2022
Q3 		$4.36M Sell
228,246
-21,775
-9% -$464K 1% 12
2022
Q2 		$4.76M Buy
250,021
+34,055
+16% +$664K 1.19% 12
2022
Q1 		$4.65M Buy
215,966
+57,076
+36% +$1.12M 0.99% 11
2021
Q4 		$3.37M Buy
158,890
+51,345
+48% +$1.18M 0.64% 28
2021
Q3 		$2.33M Buy
107,545
+44,890
+72% +$1.02M 0.56% 30
2021
Q2 		$1.47M Buy
62,655
+58,370
+1,362% +$1.33M 0.42% 38
2021
Q1 		$104K Buy
4,285
+3,570
+499% +$99.9K 0.03% 154
2020
Q4 		$20K Buy
+715
New +$16.1K 0.01% 170

Other funds holding ICLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
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
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

Biltmore Family Office's ICLN Position: Q2 2026 in Review

Biltmore Family Office held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 29,177 shares worth $598K. The position accounts for 0.08% of the portfolio, ranked #152.

Biltmore Family Office first reported a position in ICLN in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.76M in Q2 2022. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Biltmore Family Office held 29,177 shares of iShares Global Clean Energy ETF worth $598K as of Q2 2026.
  • Biltmore Family Office left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
  • iShares Global Clean Energy ETF made up 0.08% of Biltmore Family Office's portfolio in Q2 2026, its #152 holding.
  • Biltmore Family Office first reported a position in iShares Global Clean Energy ETF in Q4 2020 and has held it in 23 quarters since.
  • Biltmore Family Office's iShares Global Clean Energy ETF position peaked at $4.76M in Q2 2022.
  • 471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.