Continuum Advisory’s iShares Global Clean Energy ETF ICLN Stock Holding History

Continuum Advisory’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	$84.7K	Buy	+4,133	New	+$85.7K	0.01%	673
2025 Q2	–	Sell	-2,300	Closed	-$26.3K	–	936
2025 Q1	$26.3K	Hold	2,300	–	–	﹤0.01%	807
2024 Q4	$26.2K	Hold	2,300	–	–	﹤0.01%	793
2024 Q3	$28.1K	Hold	2,300	–	–	﹤0.01%	771
2024 Q2	$30.6K	Hold	2,300	–	–	﹤0.01%	711
2024 Q1	$32.1K	Buy	+2,300	New	+$32.4K	﹤0.01%	688

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 22.96% 1-Year Est. Return

MIH

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

Continuum Advisory's ICLN Position: Q2 2026 in Review

Continuum Advisory opened a new position in iShares Global Clean Energy ETF (ICLN) in Q2 2026: 4,133 shares worth $84.7K. The stake represents 0.01% of the portfolio and ranks #673 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in ICLN as recently as Q1 2025.

Continuum Advisory first reported a position in ICLN in Q1 2024 and has held it in 6 quarters since. 477 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Continuum Advisory held 4,133 shares of iShares Global Clean Energy ETF worth $84.7K as of Q2 2026.
iShares Global Clean Energy ETF was a new Continuum Advisory position in Q2 2026.
iShares Global Clean Energy ETF made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #673 holding.
Continuum Advisory first reported a position in iShares Global Clean Energy ETF in Q1 2024 and has held it in 6 quarters since.
477 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.