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Caprock Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Caprock Group’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 		$656K Buy
32,002
+9,614
+43% +$199K 0.01% 769
2026
Q1 		$409K Buy
+22,388
New +$408K 0.01% 816

Other funds holding ICLN

APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
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
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

Caprock Group's ICLN Position: Q2 2026 in Review

Caprock Group increased its iShares Global Clean Energy ETF (ICLN) stake by 43% in Q2 2026, buying an estimated $199K and bringing the position to 32,002 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #769.

Caprock Group first reported a position in ICLN in Q1 2026 and has held it in 2 quarters since. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Caprock Group held 32,002 shares of iShares Global Clean Energy ETF worth $656K as of Q2 2026.
  • Caprock Group bought 9,614 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $199K.
  • iShares Global Clean Energy ETF made up 0.01% of Caprock Group's portfolio in Q2 2026, its #769 holding.
  • Caprock Group first reported a position in iShares Global Clean Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • 474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.