Caitlin John’s iShares Global Clean Energy ETF ICLN Stock Holding History

Caitlin John’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	$6.3K	Buy	308 +1	+0.3%	+$21	﹤0.01%	654
2026 Q1	$5.61K	Hold	307	–	–	﹤0.01%	605
2025 Q4	$5.04K	Buy	307 +3	+1%	+$50	﹤0.01%	633
2025 Q3	$4.71K	Buy	+304	New	+$4.3K	﹤0.01%	598
2025 Q1	–	Sell	-301	Closed	-$3.43K	–	423
2024 Q4	$3.43K	Buy	301 +3	+1%	+$38	﹤0.01%	600
2024 Q3	$3.57K	Hold	298	–	–	﹤0.01%	599
2024 Q2	$3.97K	Buy	298 +2	+0.7%	+$28	﹤0.01%	579
2024 Q1	$4.14K	Sell	296 -64	-18%	-$902	﹤0.01%	595
2023 Q4	$5.6K	Buy	+360	New	+$5.06K	﹤0.01%	527

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

Caitlin John's ICLN Position: Q2 2026 in Review

Caitlin John increased its iShares Global Clean Energy ETF (ICLN) stake by 0.33% in Q2 2026, buying an estimated $21 and bringing the position to 308 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Caitlin John first reported a position in ICLN in Q4 2023 and has held it in 9 quarters since. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Caitlin John held 308 shares of iShares Global Clean Energy ETF worth $6.3K as of Q2 2026.
Caitlin John bought 1 iShares Global Clean Energy ETF share in Q2 2026, an estimated $21.
iShares Global Clean Energy ETF made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #654 holding.
Caitlin John first reported a position in iShares Global Clean Energy ETF in Q4 2023 and has held it in 9 quarters since.
474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.