Concurrent Investment Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Concurrent Investment 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	$335K	Buy	+16,355	New	+$339K	﹤0.01%	1631
2025 Q3	–	Sell	-13,301	Closed	-$174K	–	1547
2025 Q2	$174K	Sell	13,301 -5,218	-28%	-$64K	﹤0.01%	1289
2025 Q1	$211K	Sell	18,519 -12,418	-40%	-$142K	0.01%	1103
2024 Q4	$352K	Sell	30,937 -722	-2%	-$9.13K	0.01%	772
2024 Q3	$465K	Sell	31,659 -1,959	-6%	-$27.6K	0.01%	642
2024 Q2	$448K	Buy	33,618 +10,595	+46%	+$148K	0.01%	625
2024 Q1	$322K	Buy	+23,023	New	+$324K	0.01%	657

Other funds holding ICLN

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 22.9% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Concurrent Investment Advisors's ICLN Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in iShares Global Clean Energy ETF (ICLN) in Q2 2026: 16,355 shares worth $335K. The stake represents ﹤0.01% of the portfolio and ranks #1631 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in ICLN as recently as Q2 2025.

Concurrent Investment Advisors first reported a position in ICLN in Q1 2024 and has held it in 7 quarters since. The position peaked at $465K in Q3 2024. 479 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Concurrent Investment Advisors held 16,355 shares of iShares Global Clean Energy ETF worth $335K as of Q2 2026.
iShares Global Clean Energy ETF was a new Concurrent Investment Advisors position in Q2 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1631 holding.
Concurrent Investment Advisors first reported a position in iShares Global Clean Energy ETF in Q1 2024 and has held it in 7 quarters since.
Concurrent Investment Advisors's iShares Global Clean Energy ETF position peaked at $465K in Q3 2024.
479 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.