Cerity Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

Cerity Partners’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	$994K	Buy	48,538 +20,524	+73%	+$426K	﹤0.01%	2008
2026 Q1	$512K	Sell	28,014 -3,030	-10%	-$55.2K	﹤0.01%	2273
2025 Q4	$510K	Sell	31,044 -1,676	-5%	-$27.9K	﹤0.01%	2095
2025 Q3	$507K	Buy	32,720 +6,744	+26%	+$95.5K	﹤0.01%	1963
2025 Q2	$341K	Sell	25,976 -474	-2%	-$5.81K	﹤0.01%	2077
2025 Q1	$302K	Buy	26,450 +16,036	+154%	+$183K	﹤0.01%	2012
2024 Q4	$134K	Sell	10,414 -44,842	-81%	-$567K	﹤0.01%	2303
2024 Q3	$812K	Buy	55,256 +34,046	+161%	+$480K	﹤0.01%	1507
2024 Q2	$283K	Sell	21,210 -11,505	-35%	-$161K	﹤0.01%	1857
2024 Q1	$458K	Buy	32,715 +2,753	+9%	+$38.8K	﹤0.01%	1639
2023 Q4	$466K	Sell	29,962 -12,499	-29%	-$176K	﹤0.01%	1298
2023 Q3	$621K	Sell	42,461 -74,570	-64%	-$1.25M	﹤0.01%	900
2023 Q2	$2.15M	Buy	117,031 +7,015	+6%	+$132K	0.01%	707
2023 Q1	$2.17M	Buy	110,016 +59,778	+119%	+$1.18M	0.01%	703
2022 Q4	$1.65M	Sell	50,238 -14,820	-23%	-$291K	0.01%	563
2022 Q3	$1.24M	Buy	+65,058	New	+$1.39M	0.01%	463

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

Cerity Partners's ICLN Position: Q2 2026 in Review

Cerity Partners increased its iShares Global Clean Energy ETF (ICLN) stake by 73% in Q2 2026, buying an estimated $426K and bringing the position to 48,538 shares worth $994K. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

Cerity Partners first reported a position in ICLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.17M in Q1 2023. 479 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Cerity Partners held 48,538 shares of iShares Global Clean Energy ETF worth $994K as of Q2 2026.
Cerity Partners bought 20,524 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $426K.
iShares Global Clean Energy ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2008 holding.
Cerity Partners first reported a position in iShares Global Clean Energy ETF in Q3 2022 and has held it in 16 quarters since.
Cerity Partners's iShares Global Clean Energy ETF position peaked at $2.17M in Q1 2023.
479 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.