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

Financial Management Professionals’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	$3.07K	Hold	150	–	–	﹤0.01%	742
2026 Q1	$2.74K	Hold	150	–	–	﹤0.01%	685
2025 Q4	$2.46K	Hold	150	–	–	﹤0.01%	696
2025 Q3	$2.32K	Hold	150	–	–	﹤0.01%	689
2025 Q2	$1.97K	Hold	150	–	–	﹤0.01%	754
2025 Q1	$1.71K	Hold	150	–	–	﹤0.01%	760
2024 Q4	$1.71K	Hold	150	–	–	﹤0.01%	749
2024 Q3	$2K	Hold	150	–	–	﹤0.01%	743
2024 Q2	$2K	Hold	150	–	–	﹤0.01%	700
2024 Q1	$2K	Hold	150	–	–	﹤0.01%	747
2023 Q4	$2K	Hold	150	–	–	﹤0.01%	752
2023 Q3	$2K	Hold	150	–	–	﹤0.01%	708
2023 Q2	$3K	Sell	150 -13,008	-99%	-$245K	﹤0.01%	704
2023 Q1	$260K	Buy	13,158 +13,008	+8,672%	+$258K	0.05%	104
2022 Q4	$3K	Hold	150	–	–	﹤0.01%	691
2022 Q3	$3K	Hold	150	–	–	﹤0.01%	681
2022 Q2	$3K	Hold	150	–	–	﹤0.01%	695
2022 Q1	$3K	Buy	+150	New	+$2.94K	﹤0.01%	715

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

Financial Management Professionals's ICLN Position: Q2 2026 in Review

Financial Management Professionals held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 150 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Financial Management Professionals first reported a position in ICLN in Q1 2022 and has held it in 18 quarters since. The position peaked at $260K in Q1 2023. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Financial Management Professionals held 150 shares of iShares Global Clean Energy ETF worth $3.07K as of Q2 2026.
Financial Management Professionals left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #742 holding.
Financial Management Professionals first reported a position in iShares Global Clean Energy ETF in Q1 2022 and has held it in 18 quarters since.
Financial Management Professionals's iShares Global Clean Energy ETF position peaked at $260K in Q1 2023.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.