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

Empirical 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	$268K	Sell	13,093 -197	-1%	-$4.08K	﹤0.01%	898
2026 Q1	$243K	Buy	13,290 +200	+2%	+$3.64K	﹤0.01%	876
2025 Q4	$215K	Buy	13,090 +6	+0%	+$100	﹤0.01%	832
2025 Q3	$203K	Buy	13,084 +74	+0.6%	+$1.05K	﹤0.01%	759
2025 Q2	$171K	Buy	13,010 +10	+0.1%	+$123	﹤0.01%	663
2025 Q1	$148K	Hold	13,000	–	–	﹤0.01%	626
2024 Q4	$148K	Sell	13,000 -2,755	-17%	-$34.8K	﹤0.01%	590
2024 Q3	$231K	Buy	+15,755	New	+$222K	0.01%	513
2023 Q3	–	Sell	-10,451	Closed	-$192K	–	482
2023 Q2	$192K	Hold	10,451	–	–	0.01%	445
2023 Q1	$207K	Hold	10,451	–	–	0.01%	440
2022 Q4	$207K	Hold	10,451	–	–	0.01%	432
2022 Q3	$200K	Hold	10,451	–	–	0.01%	442
2022 Q2	$199K	Hold	10,451	–	–	0.01%	443
2022 Q1	$225K	Hold	10,451	–	–	0.01%	452
2021 Q4	$221K	Hold	10,451	–	–	0.01%	481
2021 Q3	$226K	Sell	10,451 -1,438	-12%	-$32.8K	0.01%	416
2021 Q2	$279K	Buy	11,889 +438	+4%	+$10K	0.02%	382
2021 Q1	$278K	Buy	+11,451	New	+$320K	0.02%	335

Other funds holding ICLN

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

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

Empirical Wealth Management reduced its iShares Global Clean Energy ETF (ICLN) stake by 1.5% in Q2 2026, selling an estimated $4.08K and leaving 13,093 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Empirical Wealth Management first reported a position in ICLN in Q1 2021 and has held it in 18 quarters since. The position peaked at $279K in Q2 2021. 186 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Empirical Wealth Management held 13,093 shares of iShares Global Clean Energy ETF worth $268K as of Q2 2026.
Empirical Wealth Management sold 197 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $4.08K.
iShares Global Clean Energy ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #898 holding.
Empirical Wealth Management first reported a position in iShares Global Clean Energy ETF in Q1 2021 and has held it in 18 quarters since.
Empirical Wealth Management's iShares Global Clean Energy ETF position peaked at $279K in Q2 2021.
186 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.