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

Davis 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	$267K	Buy	+13,052	New	+$271K	0.21%	66

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

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

Davis Wealth Advisors opened a new position in iShares Global Clean Energy ETF (ICLN) in Q2 2026: 13,052 shares worth $267K. The stake represents 0.21% of the portfolio and ranks #66 among its holdings.

471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Davis Wealth Advisors held 13,052 shares of iShares Global Clean Energy ETF worth $267K as of Q2 2026.
iShares Global Clean Energy ETF was a new Davis Wealth Advisors position in Q2 2026.
iShares Global Clean Energy ETF made up 0.21% of Davis Wealth Advisors's portfolio in Q2 2026, its #66 holding.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.