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Chesley Taft & Associates’s iShares Global Clean Energy ETF ICLN Stock Holding History

Chesley Taft & Associates’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 		$461K Hold
22,501
– – 0.02% 287
2026
Q1 		$412K Sell
22,501
-1,976
-8% -$36K 0.02% 293
2025
Q4 		$402K Sell
24,477
-700
-3% -$11.7K 0.02% 302
2025
Q3 		$390K Hold
25,177
– – 0.02% 286
2025
Q2 		$330K Hold
25,177
– – 0.01% 289
2025
Q1 		$288K Buy
25,177
+450
+2% +$5.13K 0.01% 298
2024
Q4 		$281K Sell
24,727
-3,500
-12% -$44.3K 0.01% 295
2024
Q3 		$415K Buy
28,227
+120
+0.4% +$1.69K 0.02% 270
2024
Q2 		$374K Buy
28,107
+3,482
+14% +$48.8K 0.02% 265
2024
Q1 		$344K Buy
24,625
+11,000
+81% +$155K 0.02% 277
2023
Q4 		$212K Sell
13,625
-132,454
-91% -$1.86M 0.01% 296
2023
Q3 		$2.14M Sell
146,079
-9,558
-6% -$160K 0.14% 122
2023
Q2 		$2.86M Sell
155,637
-4,195
-3% -$78.9K 0.18% 113
2023
Q1 		$3.16M Buy
159,832
+4,792
+3% +$94.9K 0.21% 106
2022
Q4 		$3.08M Buy
155,040
+650
+0.4% +$12.8K 0.21% 104
2022
Q3 		$2.95M Buy
154,390
+3,990
+3% +$85K 0.22% 101
2022
Q2 		$2.87M Buy
150,400
+51,525
+52% +$1M 0.2% 110
2022
Q1 		$2.05M Buy
+98,875
New +$1.94M 0.12% 131

Other funds holding ICLN

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
WGS
Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WFG
Wormser Freres Gestion Paris, France $177M AUM 13.84% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

Chesley Taft & Associates's ICLN Position: Q2 2026 in Review

Chesley Taft & Associates held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 22,501 shares worth $461K. The position accounts for 0.02% of the portfolio, ranked #287.

Chesley Taft & Associates first reported a position in ICLN in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.16M in Q1 2023. 70 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Chesley Taft & Associates held 22,501 shares of iShares Global Clean Energy ETF worth $461K as of Q2 2026.
  • Chesley Taft & Associates left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
  • iShares Global Clean Energy ETF made up 0.02% of Chesley Taft & Associates's portfolio in Q2 2026, its #287 holding.
  • Chesley Taft & Associates first reported a position in iShares Global Clean Energy ETF in Q1 2022 and has held it in 18 quarters since.
  • Chesley Taft & Associates's iShares Global Clean Energy ETF position peaked at $3.16M in Q1 2023.
  • 70 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.