Capital Fund Management (CFM)’s iShares Global Clean Energy ETF ICLN Stock Holding History

Capital Fund Management (CFM)’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	–	Sell	-31,200	Closed	-$571K	–	2235
2026 Q1	$571K	Sell	31,200 -64,900	-68%	-$1.18M	﹤0.01%	1846
2025 Q4	$1.58M	Sell	96,100 -117,400	-55%	-$1.96M	﹤0.01%	1818
2025 Q3	$3.3M	Sell	213,500 -170,400	-44%	-$2.41M	0.01%	1504
2025 Q2	$5.03M	Buy	383,900 +54,600	+17%	+$669K	0.01%	1131
2025 Q1	$3.76M	Buy	329,300 +254,100	+338%	+$2.9M	0.01%	1152
2024 Q4	$856K	Buy	75,200 +9,700	+15%	+$123K	﹤0.01%	1805
2024 Q3	$962K	Sell	65,500 -99,500	-60%	-$1.4M	﹤0.01%	1696
2024 Q2	$2.2M	Sell	165,000 -290,700	-64%	-$4.07M	0.01%	1341
2024 Q1	$6.37M	Sell	455,700 -62,500	-12%	-$881K	0.02%	942
2023 Q4	$8.07M	Buy	518,200 +356,200	+220%	+$5.01M	0.02%	889
2023 Q3	$2.37M	Buy	+162,000	New	+$2.72M	0.01%	1271

Other funds holding ICLN

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 22.9% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Capital Fund Management (CFM)'s ICLN Position: Q2 2026 in Review

Capital Fund Management (CFM) reduced its iShares Global Clean Energy ETF (ICLN) stake by 34% in Q2 2026, selling an estimated $2.54M and leaving 237,401 shares worth $4.86M. The position accounts for 0.02% of the portfolio, ranked #928.

Capital Fund Management (CFM) first reported a position in ICLN in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.4M in Q4 2024. 479 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Capital Fund Management (CFM) held 237,401 shares of iShares Global Clean Energy ETF worth $4.86M as of Q2 2026.
Capital Fund Management (CFM) sold 122,721 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $2.54M.
iShares Global Clean Energy ETF made up 0.02% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #928 holding.
Capital Fund Management (CFM) first reported a position in iShares Global Clean Energy ETF in Q4 2022 and has held it in 15 quarters since.
Capital Fund Management (CFM)'s iShares Global Clean Energy ETF position peaked at $13.4M in Q4 2024.
479 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.