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

Clune & 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 		$1.86M Buy
90,901
+17,078
+23% +$354K 0.28% 59
2026
Q1 		$1.35M Buy
73,823
+11,761
+19% +$214K 0.25% 76
2025
Q4 		$1.02M Buy
62,062
+2,944
+5% +$49.1K 0.22% 91
2025
Q3 		$915K Buy
59,118
+2,942
+5% +$41.7K 0.23% 88
2025
Q2 		$736K Buy
56,176
+2,134
+4% +$26.2K 0.2% 92
2025
Q1 		$617K Sell
54,042
-6,739
-11% -$76.8K 0.19% 92
2024
Q4 		$692K Buy
+60,781
New +$769K 0.23% 86

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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
GC
Guidance Capital Lousville, Kentucky $468M AUM 26.09% 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

Clune & Associates's ICLN Position: Q2 2026 in Review

Clune & Associates increased its iShares Global Clean Energy ETF (ICLN) stake by 23% in Q2 2026, buying an estimated $354K and bringing the position to 90,901 shares worth $1.86M. The position accounts for 0.28% of the portfolio, ranked #59.

Clune & Associates first reported a position in ICLN in Q4 2024 and has held it in 7 quarters since. 84 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Clune & Associates held 90,901 shares of iShares Global Clean Energy ETF worth $1.86M as of Q2 2026.
  • Clune & Associates bought 17,078 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $354K.
  • iShares Global Clean Energy ETF made up 0.28% of Clune & Associates's portfolio in Q2 2026, its #59 holding.
  • Clune & Associates first reported a position in iShares Global Clean Energy ETF in Q4 2024 and has held it in 7 quarters since.
  • 84 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

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