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

Family 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	$43.7K	Hold	2,131	–	–	﹤0.01%	304
2026 Q1	$39K	Hold	2,131	–	–	﹤0.01%	280
2025 Q4	$35K	Hold	2,131	–	–	﹤0.01%	261
2025 Q3	$33K	Hold	2,131	–	–	﹤0.01%	240
2025 Q2	$27.9K	Hold	2,131	–	–	﹤0.01%	210
2025 Q1	$24.3K	Hold	2,131	–	–	﹤0.01%	197
2024 Q4	$24.3K	Hold	2,131	–	–	﹤0.01%	184
2024 Q3	$31.3K	Hold	2,131	–	–	0.01%	177
2024 Q2	$28.4K	Hold	2,131	–	–	0.01%	161
2024 Q1	$29.8K	Hold	2,131	–	–	0.01%	164
2023 Q4	$33.2K	Hold	2,131	–	–	0.01%	155
2023 Q3	$31.2K	Hold	2,131	–	–	0.01%	146
2023 Q2	$39.2K	Hold	2,131	–	–	0.01%	151
2023 Q1	$42.2K	Hold	2,131	–	–	0.01%	136
2022 Q4	$42.3K	Hold	2,131	–	–	0.01%	155
2022 Q3	$41K	Buy	2,131 +1,717	+415%	+$36.6K	0.01%	145
2022 Q2	$8K	Hold	414	–	–	﹤0.01%	168
2022 Q1	$9K	Hold	414	–	–	﹤0.01%	165
2021 Q4	$9K	Hold	414	–	–	﹤0.01%	178
2021 Q3	$9K	Hold	414	–	–	﹤0.01%	172
2021 Q2	$10K	Buy	+414	New	+$9.45K	﹤0.01%	195

Other funds holding ICLN

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

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Family Management's ICLN Position: Q2 2026 in Review

Family Management held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 2,131 shares worth $43.7K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Family Management first reported a position in ICLN in Q2 2021 and has held it in 21 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Family Management held 2,131 shares of iShares Global Clean Energy ETF worth $43.7K as of Q2 2026.
Family Management left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Family Management's portfolio in Q2 2026, its #304 holding.
Family Management first reported a position in iShares Global Clean Energy ETF in Q2 2021 and has held it in 21 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.