Cresset Asset Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Cresset Asset Management’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	$1.08M	Buy	52,519 +6,645	+14%	+$138K	﹤0.01%	882
2026 Q1	$839K	Sell	45,874 -576	-1%	-$10.5K	﹤0.01%	857
2025 Q4	$763K	Buy	46,450 +983	+2%	+$16.4K	﹤0.01%	899
2025 Q3	$704K	Buy	45,467 +2,485	+6%	+$35.2K	﹤0.01%	883
2025 Q2	$563K	Sell	42,982 -14,447	-25%	-$177K	﹤0.01%	881
2025 Q1	$656K	Sell	57,429 -2,594	-4%	-$29.6K	﹤0.01%	942
2024 Q4	$683K	Sell	60,023 -8,297	-12%	-$105K	﹤0.01%	954
2024 Q3	$1M	Sell	68,320 -4,317	-6%	-$60.8K	﹤0.01%	1162
2024 Q2	$968K	Sell	72,637 -634	-0.9%	-$8.88K	﹤0.01%	1086
2024 Q1	$1.02M	Sell	73,271 -3,168	-4%	-$44.6K	﹤0.01%	963
2023 Q4	$1.19M	Sell	76,439 -3,496	-4%	-$49.2K	0.01%	823
2023 Q3	$1.17M	Buy	79,935 +3,958	+5%	+$66.4K	﹤0.01%	777
2023 Q2	$1.4M	Buy	75,977 +59,036	+348%	+$1.11M	﹤0.01%	786
2023 Q1	$335K	Buy	16,941 +3,944	+30%	+$78.1K	0.01%	600
2022 Q4	$245K	Sell	12,997 -3,036	-19%	-$59.7K	﹤0.01%	590
2022 Q3	$306K	Buy	16,033 +5,009	+45%	+$107K	﹤0.01%	663
2022 Q2	$209K	Buy	11,024 +663	+6%	+$12.9K	﹤0.01%	827
2022 Q1	$224K	Sell	10,361 -174	-2%	-$3.4K	﹤0.01%	877
2021 Q4	$224K	Buy	+10,535	New	+$242K	﹤0.01%	1002

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

Cresset Asset Management's ICLN Position: Q2 2026 in Review

Cresset Asset Management increased its iShares Global Clean Energy ETF (ICLN) stake by 14% in Q2 2026, buying an estimated $138K and bringing the position to 52,519 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Cresset Asset Management first reported a position in ICLN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.4M in Q2 2023. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Cresset Asset Management held 52,519 shares of iShares Global Clean Energy ETF worth $1.08M as of Q2 2026.
Cresset Asset Management bought 6,645 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $138K.
iShares Global Clean Energy ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #882 holding.
Cresset Asset Management first reported a position in iShares Global Clean Energy ETF in Q4 2021 and has held it in 19 quarters since.
Cresset Asset Management's iShares Global Clean Energy ETF position peaked at $1.4M in Q2 2023.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.