Comprehensive Money Management Services’s iShares Global Clean Energy ETF ICLN Stock Holding History

Comprehensive Money Management Services’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	$1.07M	Buy	52,344 +2,810	+6%	+$58.3K	0.68%	49
2026 Q1	$906K	Hold	49,534	–	–	0.59%	58
2025 Q4	$814K	Sell	49,534 -185	-0.4%	-$3.08K	0.56%	61
2025 Q3	$770K	Sell	49,719 -1,340	-3%	-$19K	0.54%	62
2025 Q2	$669K	Sell	51,059 -818	-2%	-$10K	0.51%	68
2025 Q1	$592K	Sell	51,877 -100	-0.2%	-$1.14K	0.48%	76
2024 Q4	$591K	Buy	+51,977	New	+$657K	0.49%	73

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

Comprehensive Money Management Services's ICLN Position: Q2 2026 in Review

Comprehensive Money Management Services increased its iShares Global Clean Energy ETF (ICLN) stake by 5.7% in Q2 2026, buying an estimated $58.3K and bringing the position to 52,344 shares worth $1.07M. The position accounts for 0.68% of the portfolio, ranked #49.

Comprehensive Money Management Services first reported a position in ICLN in Q4 2024 and has held it in 7 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Comprehensive Money Management Services held 52,344 shares of iShares Global Clean Energy ETF worth $1.07M as of Q2 2026.
Comprehensive Money Management Services bought 2,810 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $58.3K.
iShares Global Clean Energy ETF made up 0.68% of Comprehensive Money Management Services's portfolio in Q2 2026, its #49 holding.
Comprehensive Money Management Services first reported a position in iShares Global Clean Energy ETF in Q4 2024 and has held it in 7 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.