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Boreal Capital Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Boreal Capital 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 		$34.8K Hold
1,700
– – 0.03% 207
2026
Q1 		$31.1K Buy
+1,700
New +$31K 0.03% 217
2025
Q4 		– Sell
-2,135
Closed -$35.6K – 224
2025
Q3 		$33K Hold
2,135
– – 0.03% 235
2025
Q2 		$28K Buy
+2,135
New +$26.2K 0.02% 250

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

Boreal Capital Management's ICLN Position: Q2 2026 in Review

Boreal Capital Management held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 1,700 shares worth $34.8K. The position accounts for 0.03% of the portfolio, ranked #207.

Boreal Capital Management first reported a position in ICLN in Q2 2025 and has held it in 4 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Boreal Capital Management held 1,700 shares of iShares Global Clean Energy ETF worth $34.8K as of Q2 2026.
  • Boreal Capital Management left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
  • iShares Global Clean Energy ETF made up 0.03% of Boreal Capital Management's portfolio in Q2 2026, its #207 holding.
  • Boreal Capital Management first reported a position in iShares Global Clean Energy ETF in Q2 2025 and has held it in 4 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.