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

Curio 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 		– Sell
-1
Closed -$18 – 570
2026
Q1 		$18 Hold
1
– – ﹤0.01% 1220
2025
Q4 		$17 Buy
+1
New +$17 ﹤0.01% 454

Other funds holding ICLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
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
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

Curio Wealth's ICLN Position: Q2 2026 in Review

Curio Wealth sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2026, closing a stake of 1 share — an estimated $18 sold.

Curio Wealth first reported a position in ICLN in Q4 2025 and held it in 2 quarters. The position peaked at $18 in Q1 2026. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Curio Wealth reported no remaining iShares Global Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 1 iShares Global Clean Energy ETF share in Q2 2026, an estimated $18.
  • Curio Wealth first reported a position in iShares Global Clean Energy ETF in Q4 2025 and held it in 2 quarters.
  • Curio Wealth's iShares Global Clean Energy ETF position peaked at $18 in Q1 2026.
  • 471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.