Corient Private Wealth’s iShares Global Clean Energy ETF ICLN Stock Holding History

Corient Private Wealth’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	$1.33M	Buy	65,024 +12,337	+23%	+$256K	﹤0.01%	1630
2026 Q1	$958K	Buy	52,687 +254	+0.5%	+$4.63K	﹤0.01%	1688
2025 Q4	$861K	Sell	52,433 -3,008	-5%	-$50.2K	﹤0.01%	1582
2025 Q3	$858K	Buy	55,441 +9,908	+22%	+$140K	﹤0.01%	1504
2025 Q2	$597K	Buy	45,533 +10,755	+31%	+$132K	﹤0.01%	1606
2025 Q1	$397K	Sell	34,778 -11,947	-26%	-$136K	﹤0.01%	1711
2024 Q4	$532K	Sell	46,725 -11,798	-20%	-$149K	﹤0.01%	1583
2024 Q3	$860K	Sell	58,523 -10,491	-15%	-$148K	﹤0.01%	1477
2024 Q2	$919K	Buy	69,014 +10,933	+19%	+$153K	﹤0.01%	1358
2024 Q1	$812K	Sell	58,081 -27,932	-32%	-$394K	﹤0.01%	1384
2023 Q4	$1.34M	Sell	86,013 -140,298	-62%	-$1.97M	﹤0.01%	1174
2023 Q3	$3.31M	Buy	226,311 +34,100	+18%	+$572K	0.01%	751
2023 Q2	$3.54M	Sell	192,211 -12,486	-6%	-$235K	0.01%	726
2023 Q1	$4.05M	Buy	204,697 +157,398	+333%	+$3.12M	0.01%	649
2022 Q4	$939K	Buy	+47,299	New	+$930K	﹤0.01%	937

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

Corient Private Wealth's ICLN Position: Q2 2026 in Review

Corient Private Wealth increased its iShares Global Clean Energy ETF (ICLN) stake by 23% in Q2 2026, buying an estimated $256K and bringing the position to 65,024 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Corient Private Wealth first reported a position in ICLN in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.05M in Q1 2023. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Corient Private Wealth held 65,024 shares of iShares Global Clean Energy ETF worth $1.33M as of Q2 2026.
Corient Private Wealth bought 12,337 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $256K.
iShares Global Clean Energy ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1630 holding.
Corient Private Wealth first reported a position in iShares Global Clean Energy ETF in Q4 2022 and has held it in 15 quarters since.
Corient Private Wealth's iShares Global Clean Energy ETF position peaked at $4.05M in Q1 2023.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.