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

Bright Futures 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	$401K	Sell	19,575 -65	-0.3%	-$1.35K	0.26%	116
2026 Q1	$359K	Sell	19,640 -290	-1%	-$5.28K	0.25%	107
2025 Q4	$327K	Sell	19,930 -834	-4%	-$13.9K	0.24%	107
2025 Q3	$321K	Buy	+20,764	New	+$294K	0.25%	99
2025 Q1	$257K	Sell	22,364 -3,317	-13%	-$37.8K	0.28%	93
2024 Q4	$288K	Sell	25,681 -5,430	-17%	-$68.7K	0.26%	96
2024 Q3	$408K	Sell	31,111 -3,338	-10%	-$47K	0.2%	133
2024 Q2	$480K	Sell	34,449 -2,187	-6%	-$30.6K	0.26%	112
2024 Q1	$504K	Buy	+36,636	New	+$516K	0.27%	103

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

Bright Futures Wealth Management's ICLN Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its iShares Global Clean Energy ETF (ICLN) stake by 0.33% in Q2 2026, selling an estimated $1.35K and leaving 19,575 shares worth $401K. The position accounts for 0.26% of the portfolio, ranked #116.

Bright Futures Wealth Management first reported a position in ICLN in Q1 2024 and has held it in 9 quarters since. The position peaked at $504K in Q1 2024. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Bright Futures Wealth Management held 19,575 shares of iShares Global Clean Energy ETF worth $401K as of Q2 2026.
Bright Futures Wealth Management sold 65 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $1.35K.
iShares Global Clean Energy ETF made up 0.26% of Bright Futures Wealth Management's portfolio in Q2 2026, its #116 holding.
Bright Futures Wealth Management first reported a position in iShares Global Clean Energy ETF in Q1 2024 and has held it in 9 quarters since.
Bright Futures Wealth Management's iShares Global Clean Energy ETF position peaked at $504K in Q1 2024.
474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.