Cura Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Cura Wealth 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	$366K	Sell	17,850 -1,150	-6%	-$23.8K	0.16%	77
2026 Q1	$348K	Hold	19,000	–	–	0.16%	73
2025 Q4	$312K	Sell	19,000 -1,500	-7%	-$25K	0.12%	91
2025 Q3	$317K	Hold	20,500	–	–	0.12%	74
2025 Q2	$269K	Buy	20,500 +208	+1%	+$2.55K	0.11%	82
2025 Q1	$232K	Sell	20,292 -1,350	-6%	-$15.4K	0.09%	89
2024 Q4	$246K	Buy	+21,642	New	+$274K	0.11%	80

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

Cura Wealth Advisors's ICLN Position: Q2 2026 in Review

Cura Wealth Advisors reduced its iShares Global Clean Energy ETF (ICLN) stake by 6.1% in Q2 2026, selling an estimated $23.8K and leaving 17,850 shares worth $366K. The position accounts for 0.16% of the portfolio, ranked #77.

Cura Wealth Advisors first reported a position in ICLN in Q4 2024 and has held it in 7 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Cura Wealth Advisors held 17,850 shares of iShares Global Clean Energy ETF worth $366K as of Q2 2026.
Cura Wealth Advisors sold 1,150 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $23.8K.
iShares Global Clean Energy ETF made up 0.16% of Cura Wealth Advisors's portfolio in Q2 2026, its #77 holding.
Cura Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2024 and has held it in 7 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.