Cassaday & Co Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Cassaday & Co Wealth 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	$1.02K	Hold	50	–	–	﹤0.01%	1075
2026 Q1	$915	Buy	+50	New	+$910	﹤0.01%	1139

Other funds holding ICLN

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 22.96% 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

Cassaday & Co Wealth Management's ICLN Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 50 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Cassaday & Co Wealth Management first reported a position in ICLN in Q1 2026 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Cassaday & Co Wealth Management held 50 shares of iShares Global Clean Energy ETF worth $1.02K as of Q2 2026.
Cassaday & Co Wealth Management left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1075 holding.
Cassaday & Co Wealth Management first reported a position in iShares Global Clean Energy ETF in Q1 2026 and has held it in 2 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.