Colony Family Offices’s iShares Global Clean Energy ETF ICLN Stock Holding History

Colony Family Offices’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	$175K	Hold	8,528	–	–	0.04%	56
2026 Q1	$156K	Sell	8,528 -819	-9%	-$14.9K	0.04%	56
2025 Q4	$154K	Hold	9,347	–	–	0.04%	56
2025 Q3	$145K	Buy	+9,347	New	+$132K	0.04%	59
2025 Q1	–	Sell	-9,347	Closed	-$106K	–	75
2024 Q4	$106K	Buy	+9,347	New	+$118K	0.03%	58

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

Colony Family Offices's ICLN Position: Q2 2026 in Review

Colony Family Offices held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 8,528 shares worth $175K. The position accounts for 0.04% of the portfolio, ranked #56.

Colony Family Offices first reported a position in ICLN in Q4 2024 and has held it in 5 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Colony Family Offices held 8,528 shares of iShares Global Clean Energy ETF worth $175K as of Q2 2026.
Colony Family Offices left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up 0.04% of Colony Family Offices's portfolio in Q2 2026, its #56 holding.
Colony Family Offices first reported a position in iShares Global Clean Energy ETF in Q4 2024 and has held it in 5 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Colony Family Offices's 13F filing for Q2 2026, filed 20 Jul 2026.