Cape Investment Advisory’s iShares Global Clean Energy ETF ICLN Stock Holding History

Cape Investment Advisory’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	$225	Buy	+11	New	+$228	﹤0.01%	1418
2026 Q1	–	Sell	-60	Closed	-$986	–	645
2025 Q4	$986	Buy	+60	New	+$1K	﹤0.01%	1192

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

Cape Investment Advisory's ICLN Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares Global Clean Energy ETF (ICLN) in Q2 2026: 11 shares worth $225. The stake represents ﹤0.01% of the portfolio and ranks #1418 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in ICLN as recently as Q4 2025.

Cape Investment Advisory first reported a position in ICLN in Q4 2025 and has held it in 2 quarters since. The position peaked at $986 in Q4 2025. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Cape Investment Advisory held 11 shares of iShares Global Clean Energy ETF worth $225 as of Q2 2026.
iShares Global Clean Energy ETF was a new Cape Investment Advisory position in Q2 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1418 holding.
Cape Investment Advisory first reported a position in iShares Global Clean Energy ETF in Q4 2025 and has held it in 2 quarters since.
Cape Investment Advisory's iShares Global Clean Energy ETF position peaked at $986 in Q4 2025.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.