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

Clearstead 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 		$81.7K Buy
3,987
+3,558
+829% +$73.8K ﹤0.01% 1352
2026
Q1 		$7.85K Hold
429
– – ﹤0.01% 1654
2025
Q4 		$7.05K Buy
429
+59
+16% +$984 ﹤0.01% 1955
2025
Q3 		$5.73K Sell
370
-141
-28% -$2K ﹤0.01% 2105
2025
Q2 		$6.7K Hold
511
– – ﹤0.01% 2017
2025
Q1 		$5.84K Buy
511
+19
+4% +$217 ﹤0.01% 1718
2024
Q4 		$5.6K Hold
492
– – ﹤0.01% 1695
2024
Q3 		$7.23K Hold
492
– – ﹤0.01% 1645
2024
Q2 		$6.55K Sell
492
-1,310
-73% -$18.3K ﹤0.01% 1637
2024
Q1 		$25K Buy
1,802
+351
+24% +$4.95K ﹤0.01% 905
2023
Q4 		$22.6K Buy
1,451
+10
+0.7% +$141 ﹤0.01% 919
2023
Q3 		$21.1K Buy
1,441
+565
+64% +$9.48K ﹤0.01% 878
2023
Q2 		$16.1K Hold
876
– – ﹤0.01% 925
2023
Q1 		$17.3K Hold
876
– – ﹤0.01% 871
2022
Q4 		$17.4K Buy
876
+735
+521% +$14.4K ﹤0.01% 821
2022
Q3 		$3K Sell
141
-115
-45% -$2.45K ﹤0.01% 1031
2022
Q2 		$5K Hold
256
– – ﹤0.01% 1002
2022
Q1 		$6K Hold
256
– – ﹤0.01% 1059
2021
Q4 		$5K Sell
256
-3,220
-93% -$74.1K ﹤0.01% 1003
2021
Q3 		$75K Buy
3,476
+3,335
+2,365% +$76K 0.01% 541
2021
Q2 		$3K Hold
141
– – ﹤0.01% 967
2021
Q1 		$3K Hold
141
– – ﹤0.01% 920
2020
Q4 		$4K Buy
+141
New +$3.17K ﹤0.01% 828

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

Clearstead Advisors's ICLN Position: Q2 2026 in Review

Clearstead Advisors increased its iShares Global Clean Energy ETF (ICLN) stake by 829% in Q2 2026, buying an estimated $73.8K and bringing the position to 3,987 shares worth $81.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Clearstead Advisors first reported a position in ICLN in Q4 2020 and has held it in 23 quarters since. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Clearstead Advisors held 3,987 shares of iShares Global Clean Energy ETF worth $81.7K as of Q2 2026.
  • Clearstead Advisors bought 3,558 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $73.8K.
  • iShares Global Clean Energy ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1352 holding.
  • Clearstead Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2020 and has held it in 23 quarters since.
  • 474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.