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Carolina Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Carolina Wealth Advisors’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 		$22.4K Hold
1,094
– – 0.01% 151
2026
Q1 		$20K Sell
1,094
-315
-22% -$5.74K 0.01% 138
2025
Q4 		$23.1K Hold
1,409
– – 0.01% 147
2025
Q3 		$21.8K Sell
1,409
-262
-16% -$3.71K 0.01% 139
2025
Q2 		$21.9K Sell
1,671
-298
-15% -$3.65K 0.01% 117
2025
Q1 		$22.5K Buy
1,969
+501
+34% +$5.71K 0.01% 113
2024
Q4 		$16.7K Sell
1,468
-28
-2% -$354 0.01% 130
2024
Q3 		$22K Hold
1,496
– – 0.01% 142
2024
Q2 		$19.9K Sell
1,496
-45
-3% -$630 0.01% 119
2024
Q1 		$21.5K Hold
1,541
– – 0.01% 126
2023
Q4 		$24K Buy
1,541
+592
+62% +$8.33K 0.01% 135
2023
Q3 		$13.9K Buy
949
+164
+21% +$2.75K 0.01% 161
2023
Q2 		$14.4K Hold
785
– – 0.01% 144
2023
Q1 		$15.5K Sell
785
-60
-7% -$1.19K 0.01% 138
2022
Q4 		$17K Buy
845
+197
+30% +$3.87K 0.01% 132
2022
Q3 		$12K Buy
648
+100
+18% +$2.13K 0.01% 137
2022
Q2 		$10K Sell
548
-491
-47% -$9.57K 0.01% 162
2022
Q1 		$22K Hold
1,039
– – 0.01% 152
2021
Q4 		$22K Buy
1,039
+432
+71% +$9.94K 0.01% 161
2021
Q3 		$13K Hold
607
– – 0.01% 174
2021
Q2 		$14K Hold
607
– – 0.01% 179
2021
Q1 		$15K Hold
607
– – 0.01% 184
2020
Q4 		$17K Sell
607
-14
-2% -$315 0.01% 126
2020
Q3 		$11K Buy
+621
New +$9.71K 0.01% 130

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

Carolina Wealth Advisors's ICLN Position: Q2 2026 in Review

Carolina Wealth Advisors held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 1,094 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #151.

Carolina Wealth Advisors first reported a position in ICLN in Q3 2020 and has held it in 24 quarters since. The position peaked at $24K in Q4 2023. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Carolina Wealth Advisors held 1,094 shares of iShares Global Clean Energy ETF worth $22.4K as of Q2 2026.
  • Carolina Wealth Advisors left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
  • iShares Global Clean Energy ETF made up 0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #151 holding.
  • Carolina Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q3 2020 and has held it in 24 quarters since.
  • Carolina Wealth Advisors's iShares Global Clean Energy ETF position peaked at $24K in Q4 2023.
  • 474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.