Bleakley Financial Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Bleakley Financial Group’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	$219K	Sell	10,703 -289	-3%	-$5.99K	﹤0.01%	930
2026 Q1	$201K	Sell	10,992 -6,087	-36%	-$111K	﹤0.01%	760
2025 Q4	$281K	Sell	17,079 -75	-0.4%	-$1.25K	﹤0.01%	657
2025 Q3	$266K	Buy	17,154 +1,147	+7%	+$16.2K	0.01%	574
2025 Q2	$210K	Buy	+16,007	New	+$196K	0.01%	567
2025 Q1	–	Sell	-12,119	Closed	-$138K	–	725
2024 Q4	$138K	Buy	12,119 +376	+3%	+$4.75K	﹤0.01%	977
2024 Q3	$173K	Buy	11,743 +527	+5%	+$7.42K	0.01%	937
2024 Q2	$149K	Sell	11,216 -1,844	-14%	-$25.8K	﹤0.01%	922
2024 Q1	$183K	Sell	13,060 -1,425	-10%	-$20.1K	0.01%	903
2023 Q4	$226K	Sell	14,485 -5,002	-26%	-$70.3K	0.01%	822
2023 Q3	$285K	Sell	19,487 -2,596	-12%	-$43.6K	0.01%	699
2023 Q2	$406K	Buy	22,083 +1,912	+9%	+$36K	0.01%	643
2023 Q1	$399K	Buy	20,171 +2,534	+14%	+$50.2K	0.01%	627
2022 Q4	$350K	Buy	+17,637	New	+$347K	0.01%	647

Other funds holding ICLN

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

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Bleakley Financial Group's ICLN Position: Q2 2026 in Review

Bleakley Financial Group reduced its iShares Global Clean Energy ETF (ICLN) stake by 2.6% in Q2 2026, selling an estimated $5.99K and leaving 10,703 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Bleakley Financial Group first reported a position in ICLN in Q4 2022 and has held it in 14 quarters since. The position peaked at $406K in Q2 2023. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Bleakley Financial Group held 10,703 shares of iShares Global Clean Energy ETF worth $219K as of Q2 2026.
Bleakley Financial Group sold 289 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $5.99K.
iShares Global Clean Energy ETF made up ﹤0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #930 holding.
Bleakley Financial Group first reported a position in iShares Global Clean Energy ETF in Q4 2022 and has held it in 14 quarters since.
Bleakley Financial Group's iShares Global Clean Energy ETF position peaked at $406K in Q2 2023.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.