Cheviot Value Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Cheviot Value 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	$159K	Sell	7,758 -150	-2%	-$3.11K	0.02%	143
2026 Q1	$145K	Sell	7,908 -12	-0.2%	-$219	0.01%	143
2025 Q4	$151K	Buy	7,920 +32	+0.4%	+$534	0.01%	145
2025 Q3	$133K	Buy	7,888 +899	+13%	+$12.7K	0.01%	157
2025 Q2	$95.7K	Buy	6,989 +42	+0.6%	+$515	0.01%	158
2025 Q1	$81.7K	Buy	+6,947	New	+$79.2K	0.01%	163

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

Cheviot Value Management's ICLN Position: Q2 2026 in Review

Cheviot Value Management reduced its iShares Global Clean Energy ETF (ICLN) stake by 1.9% in Q2 2026, selling an estimated $3.11K and leaving 7,758 shares worth $159K. The position accounts for 0.02% of the portfolio, ranked #143.

Cheviot Value Management first reported a position in ICLN in Q1 2025 and has held it in 6 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Cheviot Value Management held 7,758 shares of iShares Global Clean Energy ETF worth $159K as of Q2 2026.
Cheviot Value Management sold 150 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $3.11K.
iShares Global Clean Energy ETF made up 0.02% of Cheviot Value Management's portfolio in Q2 2026, its #143 holding.
Cheviot Value Management first reported a position in iShares Global Clean Energy ETF in Q1 2025 and has held it in 6 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.