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Concord Wealth Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

Concord Wealth Partners’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 		$5.38K Buy
+263
New +$5.45K ﹤0.01% 650
2025
Q1 		– Sell
-245
Closed -$2.79K – 880
2024
Q4 		$2.79K Hold
245
– – ﹤0.01% 680
2024
Q3 		$3.6K Hold
245
– – ﹤0.01% 683
2024
Q2 		$3.26K Sell
245
-2,300
-90% -$32.2K ﹤0.01% 623
2024
Q1 		$35.6K Buy
2,545
+2,300
+939% +$32.4K 0.01% 403
2023
Q4 		$3.81K Sell
245
-2,100
-90% -$29.5K ﹤0.01% 663
2023
Q3 		$34.3K Hold
2,345
– – 0.01% 427
2023
Q2 		$43.1K Sell
2,345
-51
-2% -$959 0.01% 387
2023
Q1 		$47.4K Sell
2,396
-3
-0.1% -$59 0.01% 356
2022
Q4 		$47.6K Buy
+2,399
New +$47.2K 0.01% 381
2022
Q3 		– Sell
-2,154
Closed -$41K – 599
2022
Q2 		$41K Hold
2,154
– – 0.01% 404
2022
Q1 		$46K Sell
2,154
-665
-24% -$13K 0.01% 458
2021
Q4 		$60K Buy
2,819
+384
+16% +$8.83K 0.01% 425
2021
Q3 		$53K Hold
2,435
– – 0.02% 212
2021
Q2 		$57K Buy
2,435
+85
+4% +$1.94K 0.02% 332
2021
Q1 		$57K Buy
2,350
+250
+12% +$6.99K 0.02% 315
2020
Q4 		$59K Buy
+2,100
New +$47.2K 0.05% 185

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

Concord Wealth Partners's ICLN Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares Global Clean Energy ETF (ICLN) in Q2 2026: 263 shares worth $5.38K. The stake represents ﹤0.01% of the portfolio and ranks #650 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ICLN as recently as Q4 2024.

Concord Wealth Partners first reported a position in ICLN in Q4 2020 and has held it in 17 quarters since. The position peaked at $60K in Q4 2021. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Concord Wealth Partners held 263 shares of iShares Global Clean Energy ETF worth $5.38K as of Q2 2026.
  • iShares Global Clean Energy ETF was a new Concord Wealth Partners position in Q2 2026.
  • iShares Global Clean Energy ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #650 holding.
  • Concord Wealth Partners first reported a position in iShares Global Clean Energy ETF in Q4 2020 and has held it in 17 quarters since.
  • Concord Wealth Partners's iShares Global Clean Energy ETF position peaked at $60K in Q4 2021.
  • 474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.