EWA
ICLN icon

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

EP 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 		$510K Buy
24,911
+10,307
+71% +$214K ﹤0.01% 1023
2026
Q1 		$267K Buy
14,604
+308
+2% +$5.61K ﹤0.01% 1234
2025
Q4 		$235K Buy
+14,296
New +$238K ﹤0.01% 1288
2025
Q2 		$139K Sell
10,637
-2,202
-17% -$27K ﹤0.01% 1333
2025
Q1 		$147K Buy
12,839
+21
+0.2% +$239 ﹤0.01% 1193
2024
Q4 		$146K Sell
12,818
-128
-1% -$1.62K ﹤0.01% 1149
2024
Q3 		$190K Buy
12,946
+4,988
+63% +$70.3K ﹤0.01% 1057
2024
Q2 		$106K Sell
7,958
-3,766
-32% -$52.7K ﹤0.01% 826
2024
Q1 		$164K Sell
11,724
-7,535
-39% -$106K ﹤0.01% 759
2023
Q4 		$300K Buy
19,259
+6,598
+52% +$92.8K ﹤0.01% 617
2023
Q3 		$185K Buy
12,661
+9,159
+262% +$154K ﹤0.01% 674
2023
Q2 		$231K Sell
3,502
-20,034
-85% -$377K ﹤0.01% 622
2023
Q1 		$1.31M Buy
23,536
+14,129
+150% +$280K 0.02% 273
2022
Q4 		$187K Sell
9,407
-1,064
-10% -$20.9K ﹤0.01% 560
2022
Q3 		$200K Buy
10,471
+2,823
+37% +$60.2K ﹤0.01% 309
2022
Q2 		$146K Buy
7,648
+931
+14% +$18.1K ﹤0.01% 608
2022
Q1 		$145K Buy
+6,717
New +$131K ﹤0.01% 604

Other funds holding ICLN

APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
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

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

EP Wealth Advisors increased its iShares Global Clean Energy ETF (ICLN) stake by 71% in Q2 2026, buying an estimated $214K and bringing the position to 24,911 shares worth $510K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

EP Wealth Advisors first reported a position in ICLN in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.31M in Q1 2023. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • EP Wealth Advisors held 24,911 shares of iShares Global Clean Energy ETF worth $510K as of Q2 2026.
  • EP Wealth Advisors bought 10,307 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $214K.
  • iShares Global Clean Energy ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1023 holding.
  • EP Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q1 2022 and has held it in 17 quarters since.
  • EP Wealth Advisors's iShares Global Clean Energy ETF position peaked at $1.31M in Q1 2023.
  • 474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.