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Cardinal Point Capital Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Cardinal Point Capital Management’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 		$986K Sell
48,133
-1,048
-2% -$21.7K 0.06% 127
2026
Q1 		$900K Sell
49,181
-880
-2% -$16K 0.06% 126
2025
Q4 		$822K Buy
50,061
+696
+1% +$11.6K 0.05% 125
2025
Q3 		$808K Buy
49,365
+2,445
+5% +$34.6K 0.06% 125
2025
Q2 		$615K Buy
46,920
+735
+2% +$9.01K 0.05% 126
2025
Q1 		$527K Buy
46,185
+2,670
+6% +$30.4K 0.05% 114
2024
Q4 		$495K Buy
43,515
+1,710
+4% +$21.6K 0.08% 53
2024
Q3 		$614K Sell
41,805
-583
-1% -$8.21K 0.1% 47
2024
Q2 		$565K Buy
42,388
+8,543
+25% +$120K 0.1% 46
2024
Q1 		$473K Buy
33,845
+990
+3% +$13.9K 0.09% 46
2023
Q4 		$512K Sell
32,855
-8,030
-20% -$113K 0.12% 41
2023
Q3 		$598K Hold
40,885
– – 0.16% 37
2023
Q2 		$752K Sell
40,885
-2,555
-6% -$48K 0.23% 33
2023
Q1 		$859K Buy
43,440
+2,580
+6% +$51.1K 0.26% 34
2022
Q4 		$811K Buy
+40,860
New +$803K 0.28% 32

Other funds holding ICLN

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
PWM
Parkway Wealth Management Plano, Texas $866M AUM

Cardinal Point Capital Management's ICLN Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its iShares Global Clean Energy ETF (ICLN) stake by 2.1% in Q2 2026, selling an estimated $21.7K and leaving 48,133 shares worth $986K. The position accounts for 0.06% of the portfolio, ranked #127.

Cardinal Point Capital Management first reported a position in ICLN in Q4 2022 and has held it in 15 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Cardinal Point Capital Management held 48,133 shares of iShares Global Clean Energy ETF worth $986K as of Q2 2026.
  • Cardinal Point Capital Management sold 1,048 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $21.7K.
  • iShares Global Clean Energy ETF made up 0.06% of Cardinal Point Capital Management's portfolio in Q2 2026, its #127 holding.
  • Cardinal Point Capital Management first reported a position in iShares Global Clean Energy ETF in Q4 2022 and has held it in 15 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.