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

Dakota Wealth 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	–	Sell	-14,727	Closed	-$269K	–	816
2026 Q1	$269K	Hold	14,727	–	–	0.01%	673
2025 Q4	$242K	Hold	14,727	–	–	﹤0.01%	697
2025 Q3	$228K	Buy	+14,727	New	+$209K	﹤0.01%	602

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

Dakota Wealth Management's ICLN Position: Q2 2026 in Review

Dakota Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2026, closing a stake of 14,727 shares — an estimated $269K sold.

Dakota Wealth Management first reported a position in ICLN in Q3 2025 and held it in 3 quarters. The position peaked at $269K in Q1 2026. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Dakota Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
Dakota Wealth Management sold 14,727 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $269K.
Dakota Wealth Management first reported a position in iShares Global Clean Energy ETF in Q3 2025 and held it in 3 quarters.
Dakota Wealth Management's iShares Global Clean Energy ETF position peaked at $269K in Q1 2026.
474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

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