Capital Analysts LLC’s iShares Global Clean Energy ETF ICLN Stock Holding History

Capital Analysts LLC’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	$89K	Buy	4,372 +3,570	+445%	+$74K	﹤0.01%	869
2026 Q1	$15K	Hold	802	–	–	﹤0.01%	1181
2025 Q4	$13K	Sell	802 -205	-20%	-$3.42K	﹤0.01%	1194
2025 Q3	$16K	Hold	1,007	–	–	﹤0.01%	1115
2025 Q2	$13K	Buy	1,007 +3	+0.3%	+$37	﹤0.01%	1096
2025 Q1	$11K	Hold	1,004	–	–	﹤0.01%	1112
2024 Q4	$11K	Buy	1,004 +3	+0.3%	+$38	﹤0.01%	1044
2024 Q3	$15K	Hold	1,001	–	–	﹤0.01%	951
2024 Q2	$13K	Buy	1,001 +209	+26%	+$2.93K	﹤0.01%	923
2024 Q1	$11K	Hold	792	–	–	﹤0.01%	914
2023 Q4	$12K	Sell	792 -24	-3%	-$338	﹤0.01%	880
2023 Q3	$12K	Buy	+816	New	+$13.7K	﹤0.01%	853
2023 Q1	–	Sell	-522	Closed	-$10K	–	1018
2022 Q4	$10K	Hold	522	–	–	﹤0.01%	849
2022 Q3	$10K	Hold	522	–	–	﹤0.01%	798
2022 Q2	$10K	Hold	522	–	–	﹤0.01%	795
2022 Q1	$11K	Hold	522	–	–	﹤0.01%	739
2021 Q4	$11K	Hold	522	–	–	﹤0.01%	800
2021 Q3	$11K	Hold	522	–	–	﹤0.01%	782
2021 Q2	$12K	Buy	+522	New	+$11.9K	﹤0.01%	720

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

Capital Analysts LLC's ICLN Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares Global Clean Energy ETF (ICLN) stake by 445% in Q2 2026, buying an estimated $74K and bringing the position to 4,372 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Capital Analysts LLC first reported a position in ICLN in Q2 2021 and has held it in 19 quarters since. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Capital Analysts LLC held 4,372 shares of iShares Global Clean Energy ETF worth $89K as of Q2 2026.
Capital Analysts LLC bought 3,570 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $74K.
iShares Global Clean Energy ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #869 holding.
Capital Analysts LLC first reported a position in iShares Global Clean Energy ETF in Q2 2021 and has held it in 19 quarters since.
474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.