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

Coastal Bridge 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	$522K	Hold	25,462	–	–	0.03%	316
2026 Q1	$466K	Sell	25,462 -377	-1%	-$6.87K	0.03%	322
2025 Q4	$425K	Sell	25,839 -1,785	-6%	-$29.8K	0.03%	326
2025 Q3	$428K	Sell	27,624 -1,071	-4%	-$15.2K	0.03%	320
2025 Q2	$376K	Sell	28,695 -8,289	-22%	-$102K	0.03%	323
2025 Q1	$422K	Sell	36,984 -43,827	-54%	-$500K	0.04%	301
2024 Q4	$920K	Sell	80,811 -11,838	-13%	-$150K	0.23%	67
2024 Q3	$1.36M	Sell	92,649 -12,991	-12%	-$183K	0.34%	55
2024 Q2	$1.41M	Sell	105,640 -32,387	-23%	-$454K	0.35%	51
2024 Q1	$1.93M	Sell	138,027 -92,814	-40%	-$1.31M	0.44%	40
2023 Q4	$3.59M	Sell	230,841 -85,440	-27%	-$1.2M	0.92%	23
2023 Q3	$4.62M	Sell	316,281 -64,554	-17%	-$1.08M	1.24%	17
2023 Q2	$7.01M	Sell	380,835 -90,369	-19%	-$1.7M	1.72%	13
2023 Q1	$9.32M	Sell	471,204 -31,630	-6%	-$627K	2.36%	12
2022 Q4	$9.98M	Sell	502,834 -62,596	-11%	-$1.23M	2.83%	8
2022 Q3	$10.8M	Sell	565,430 -24,494	-4%	-$522K	2.9%	9
2022 Q2	$11.2M	Sell	589,924 -38,460	-6%	-$750K	3.46%	7
2022 Q1	$13.5M	Sell	628,384 -2,157	-0.3%	-$42.2K	3.11%	8
2021 Q4	$13.3M	Sell	630,541 -79,635	-11%	-$1.83M	2.78%	8
2021 Q3	$15.4M	Buy	710,176 +49,582	+8%	+$1.13M	3.55%	7
2021 Q2	$15.5M	Buy	660,594 +129,250	+24%	+$2.95M	3.18%	8
2021 Q1	$12.9M	Buy	531,344 +193,751	+57%	+$5.42M	2.37%	8
2020 Q4	$9.53M	Buy	337,593 +144,870	+75%	+$3.26M	1.89%	9
2020 Q3	$3.56M	Buy	192,723 +61,712	+47%	+$965K	1.09%	14
2020 Q2	$1.64M	Buy	131,011 +19,070	+17%	+$215K	0.52%	35
2020 Q1	$1.07M	Buy	+111,941	New	+$1.33M	0.39%	41

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

Coastal Bridge Advisors's ICLN Position: Q2 2026 in Review

Coastal Bridge Advisors held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 25,462 shares worth $522K. The position accounts for 0.03% of the portfolio, ranked #316.

Coastal Bridge Advisors first reported a position in ICLN in Q1 2020 and has held it in 26 quarters since. The position peaked at $15.5M in Q2 2021. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Coastal Bridge Advisors held 25,462 shares of iShares Global Clean Energy ETF worth $522K as of Q2 2026.
Coastal Bridge Advisors left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up 0.03% of Coastal Bridge Advisors's portfolio in Q2 2026, its #316 holding.
Coastal Bridge Advisors first reported a position in iShares Global Clean Energy ETF in Q1 2020 and has held it in 26 quarters since.
Coastal Bridge Advisors's iShares Global Clean Energy ETF position peaked at $15.5M in Q2 2021.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.