Ferguson Wellman Capital Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Ferguson Wellman Capital 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	$934K	Hold	45,560	–	–	0.01%	238
2026 Q1	$833K	Buy	45,560 +1,160	+3%	+$21.1K	0.01%	236
2025 Q4	$729K	Hold	44,400	–	–	0.01%	204
2025 Q3	$687K	Hold	44,400	–	–	0.01%	221
2025 Q2	$582K	Buy	44,400 +27,850	+168%	+$341K	0.01%	226
2025 Q1	$189K	Buy	16,550 +1,450	+10%	+$16.5K	﹤0.01%	353
2024 Q4	$172K	Sell	15,100 -2,582	-15%	-$32.7K	﹤0.01%	341
2024 Q3	$260K	Sell	17,682 -1,081	-6%	-$15.2K	0.01%	324
2024 Q2	$250K	Buy	18,763 +122	+0.7%	+$1.71K	0.01%	328
2024 Q1	$261K	Hold	18,641	–	–	0.01%	328
2023 Q4	$290K	Sell	18,641 -1,360	-7%	-$19.1K	0.01%	317
2023 Q3	$292K	Hold	20,001	–	–	0.01%	295
2023 Q2	$368K	Buy	20,001 +1,081	+6%	+$20.3K	0.01%	277
2023 Q1	$374K	Hold	18,920	–	–	0.01%	278
2022 Q4	$376K	Buy	18,920 +3,040	+19%	+$59.8K	0.01%	272
2022 Q3	$303K	Hold	15,880	–	–	0.01%	262
2022 Q2	$303K	Hold	15,880	–	–	0.01%	269
2022 Q1	$342K	Buy	15,880 +1,590	+11%	+$31.1K	0.01%	276
2021 Q4	$303K	Buy	+14,290	New	+$329K	0.01%	286

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

Ferguson Wellman Capital Management's ICLN Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 45,560 shares worth $934K. The position accounts for 0.01% of the portfolio, ranked #238.

Ferguson Wellman Capital Management first reported a position in ICLN in Q4 2021 and has held it in 19 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Ferguson Wellman Capital Management held 45,560 shares of iShares Global Clean Energy ETF worth $934K as of Q2 2026.
Ferguson Wellman Capital Management left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #238 holding.
Ferguson Wellman Capital Management first reported a position in iShares Global Clean Energy ETF in Q4 2021 and has held it in 19 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.