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	-15,400	Closed	-$282K	–	2236
2026 Q1	$282K	Sell	15,400 -12,000	-44%	-$219K	﹤0.01%	1968
2025 Q4	$450K	Buy	27,400 +100	+0.4%	+$1.67K	﹤0.01%	2242
2025 Q3	$423K	Sell	27,300 -34,100	-56%	-$483K	﹤0.01%	2334
2025 Q2	$805K	Buy	61,400 +20,900	+52%	+$256K	﹤0.01%	2068
2025 Q1	$463K	Buy	+40,500	New	+$462K	﹤0.01%	1859
2024 Q3	–	Sell	-16,400	Closed	-$218K	–	2048
2024 Q2	$218K	Sell	16,400 -151,600	-90%	-$2.12M	﹤0.01%	1835
2024 Q1	$2.35M	Sell	168,000 -121,300	-42%	-$1.71M	0.01%	1370
2023 Q4	$4.5M	Buy	289,300 +135,500	+88%	+$1.91M	0.01%	1136
2023 Q3	$2.25M	Buy	153,800 +141,400	+1,140%	+$2.37M	0.01%	1295
2023 Q2	$228K	Buy	+12,400	New	+$233K	﹤0.01%	1639

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 22.9% 1-Year Est. Return

MIH

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.