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

EPG 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	$14.3K	Hold	698	–	–	﹤0.01%	271
2026 Q1	$12.8K	Hold	698	–	–	﹤0.01%	274
2025 Q4	$11.5K	Hold	698	–	–	﹤0.01%	273
2025 Q3	$10.8K	Hold	698	–	–	﹤0.01%	277
2025 Q2	$9.14K	Sell	698 -2,358	-77%	-$28.9K	﹤0.01%	275
2025 Q1	$34.9K	Buy	3,056 +1,000	+49%	+$11.4K	0.01%	310
2024 Q4	$23.4K	Hold	2,056	–	–	0.01%	337
2024 Q3	$30.2K	Buy	+2,056	New	+$29K	0.01%	332
2024 Q2	–	Sell	-2,365	Closed	-$33.1K	–	342
2024 Q1	$33.1K	Buy	2,365 +600	+34%	+$8.45K	0.01%	335
2023 Q4	$24.9K	Buy	1,765 +700	+66%	+$9.85K	0.01%	339
2023 Q3	$15.6K	Sell	1,065 -2,243	-68%	-$37.6K	﹤0.01%	348
2023 Q2	$60.9K	Buy	3,308 +317	+11%	+$5.96K	0.02%	284
2023 Q1	$59.2K	Buy	2,991 +1,263	+73%	+$25K	0.02%	287
2022 Q4	$34.3K	Buy	1,728 +3	+0.2%	+$59	0.01%	278
2022 Q3	$33K	Buy	+1,725	New	+$36.8K	0.01%	280
2022 Q2	–	Sell	-1,712	Closed	-$37K	–	288
2022 Q1	$37K	Buy	1,712 +1,510	+748%	+$29.6K	0.01%	305
2021 Q4	$4K	Buy	202 +1	+0.5%	+$23	﹤0.01%	379
2021 Q3	$4K	Buy	+201	New	+$4.58K	﹤0.01%	354

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

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

EPG Wealth Management held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 698 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

EPG Wealth Management first reported a position in ICLN in Q3 2021 and has held it in 18 quarters since. The position peaked at $60.9K in Q2 2023. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

EPG Wealth Management held 698 shares of iShares Global Clean Energy ETF worth $14.3K as of Q2 2026.
EPG Wealth Management left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #271 holding.
EPG Wealth Management first reported a position in iShares Global Clean Energy ETF in Q3 2021 and has held it in 18 quarters since.
EPG Wealth Management's iShares Global Clean Energy ETF position peaked at $60.9K in Q2 2023.
474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.