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

Evermay 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	$103	Hold	5	–	–	﹤0.01%	642
2026 Q1	$92	Hold	5	–	–	﹤0.01%	588
2025 Q4	$83	Hold	5	–	–	﹤0.01%	564
2025 Q3	$78	Hold	5	–	–	﹤0.01%	548
2025 Q2	$66	Hold	5	–	–	﹤0.01%	562
2025 Q1	$58	Sell	5 -10	-67%	-$114	﹤0.01%	569
2024 Q4	$171	Sell	15 -990	-99%	-$12.5K	﹤0.01%	553
2024 Q3	$14.8K	Sell	1,005 -101	-9%	-$1.42K	﹤0.01%	420
2024 Q2	$14.7K	Hold	1,106	–	–	﹤0.01%	423
2024 Q1	$15.5K	Hold	1,106	–	–	﹤0.01%	432
2023 Q4	$17.2K	Hold	1,106	–	–	﹤0.01%	400
2023 Q3	$16.2K	Buy	1,106 +1,000	+943%	+$16.8K	﹤0.01%	389
2023 Q2	$1.95K	Hold	106	–	–	﹤0.01%	490
2023 Q1	$2.1K	Sell	106 -535	-83%	-$10.6K	﹤0.01%	480
2022 Q4	$12.7K	Buy	641 +101	+19%	+$1.99K	﹤0.01%	397
2022 Q3	$10K	Hold	540	–	–	﹤0.01%	395
2022 Q2	$10K	Buy	540 +110	+26%	+$2.14K	﹤0.01%	397
2022 Q1	$9K	Sell	430 -1,095	-72%	-$21.4K	﹤0.01%	427
2021 Q4	$32K	Buy	+1,525	New	+$35.1K	0.01%	321

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

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

Evermay Wealth Management held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 5 shares worth $103. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Evermay Wealth Management first reported a position in ICLN in Q4 2021 and has held it in 19 quarters since. The position peaked at $32K in Q4 2021. 475 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Evermay Wealth Management held 5 shares of iShares Global Clean Energy ETF worth $103 as of Q2 2026.
Evermay 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 Evermay Wealth Management's portfolio in Q2 2026, its #642 holding.
Evermay Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2021 and has held it in 19 quarters since.
Evermay Wealth Management's iShares Global Clean Energy ETF position peaked at $32K in Q4 2021.
475 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.