Blue Bell Private Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Blue Bell Private 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	$12.4K	Hold	603	–	–	﹤0.01%	571
2026 Q1	$11K	Buy	603 +568	+1,623%	+$10.3K	﹤0.01%	561
2025 Q4	$575	Hold	35	–	–	﹤0.01%	689
2025 Q3	$542	Hold	35	–	–	﹤0.01%	699
2025 Q2	$459	Hold	35	–	–	﹤0.01%	705
2025 Q1	$400	Hold	35	–	–	﹤0.01%	704
2024 Q4	$398	Hold	35	–	–	﹤0.01%	659
2024 Q3	$514	Hold	35	–	–	﹤0.01%	670
2024 Q2	$466	Hold	35	–	–	﹤0.01%	696
2024 Q1	$489	Hold	35	–	–	﹤0.01%	706
2023 Q4	$545	Hold	35	–	–	﹤0.01%	699
2023 Q3	$512	Hold	35	–	–	﹤0.01%	661
2023 Q2	$644	Hold	35	–	–	﹤0.01%	666
2023 Q1	$692	Sell	35 -51	-59%	-$1.01K	﹤0.01%	636
2022 Q4	$1.71K	Sell	86 -878	-91%	-$17.3K	﹤0.01%	582
2022 Q3	$18K	Sell	964 -50	-5%	-$1.07K	0.01%	307
2022 Q2	$19K	Hold	1,014	–	–	0.01%	316
2022 Q1	$22K	Sell	1,014 -51	-5%	-$998	0.01%	308
2021 Q4	$23K	Buy	+1,065	New	+$24.5K	0.01%	286

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

Blue Bell Private Wealth Management's ICLN Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 603 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Blue Bell Private Wealth Management first reported a position in ICLN in Q4 2021 and has held it in 19 quarters since. The position peaked at $23K in Q4 2021. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Blue Bell Private Wealth Management held 603 shares of iShares Global Clean Energy ETF worth $12.4K as of Q2 2026.
Blue Bell Private 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 Blue Bell Private Wealth Management's portfolio in Q2 2026, its #571 holding.
Blue Bell Private Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2021 and has held it in 19 quarters since.
Blue Bell Private Wealth Management's iShares Global Clean Energy ETF position peaked at $23K in Q4 2021.
474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.