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

EverSource 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	$458K	Buy	+22,343	New	+$463K	0.02%	590
2025 Q3	–	Sell	-4	Closed	-$52	–	4394
2025 Q2	$52	Sell	4 -137	-97%	-$1.68K	﹤0.01%	4190
2025 Q1	$1.61K	Hold	141	–	–	﹤0.01%	3025
2024 Q4	$1.6K	Buy	141 +137	+3,425%	+$1.73K	﹤0.01%	2795
2024 Q3	$59	Hold	4	–	–	﹤0.01%	3001
2024 Q2	$57	Hold	4	–	–	﹤0.01%	3021
2024 Q1	$53	Hold	4	–	–	﹤0.01%	2854
2023 Q4	$62	Hold	4	–	–	﹤0.01%	2608
2023 Q3	$58	Hold	4	–	–	﹤0.01%	2466
2023 Q2	$74	Sell	4 -371	-99%	-$6.98K	﹤0.01%	2451
2023 Q1	$7.42K	Hold	375	–	–	﹤0.01%	1495
2022 Q4	$7.44K	Buy	375 +360	+2,400%	+$7.08K	﹤0.01%	1448
2022 Q3	$0	Hold	15	–	–	﹤0.01%	2035
2022 Q2	$0	Buy	+15	New	+$292	﹤0.01%	1788

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

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

EverSource Wealth Advisors opened a new position in iShares Global Clean Energy ETF (ICLN) in Q2 2026: 22,343 shares worth $458K. The stake represents 0.02% of the portfolio and ranks #590 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in ICLN as recently as Q2 2025.

EverSource Wealth Advisors first reported a position in ICLN in Q2 2022 and has held it in 14 quarters since. 475 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

EverSource Wealth Advisors held 22,343 shares of iShares Global Clean Energy ETF worth $458K as of Q2 2026.
iShares Global Clean Energy ETF was a new EverSource Wealth Advisors position in Q2 2026.
iShares Global Clean Energy ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #590 holding.
EverSource Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q2 2022 and has held it in 14 quarters since.
475 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.