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

Financial Perspectives’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 		$105K Buy
5,146
+239
+5% +$4.96K 0.03% 236
2026
Q1 		$89.8K Hold
4,907
– – 0.03% 239
2025
Q4 		$80.6K Buy
4,907
+31
+0.6% +$517 0.02% 255
2025
Q3 		$75.5K Sell
4,876
-21
-0.4% -$297 0.02% 266
2025
Q2 		$64.2K Buy
4,897
+270
+6% +$3.31K 0.02% 278
2025
Q1 		$52.8K Hold
4,627
– – 0.02% 293
2024
Q4 		$52.7K Sell
4,627
-910
-16% -$11.5K 0.02% 292
2024
Q3 		$81.3K Hold
5,537
– – 0.03% 236
2024
Q2 		$73.8K Buy
5,537
+16
+0.3% +$224 0.03% 232
2024
Q1 		$77.2K Hold
5,521
– – 0.03% 231
2023
Q4 		$86K Buy
5,521
+29
+0.5% +$408 0.03% 218
2023
Q3 		$80.3K Hold
5,492
– – 0.04% 207
2023
Q2 		$101K Buy
5,492
+24
+0.4% +$451 0.04% 190
2023
Q1 		$108K Hold
5,468
– – 0.05% 173
2022
Q4 		$109K Buy
5,468
+352
+7% +$6.92K 0.06% 166
2022
Q3 		$97.7K Sell
5,116
-239
-4% -$5.09K 0.05% 172
2022
Q2 		$102K Buy
5,355
+4
+0.1% +$78 0.06% 169
2022
Q1 		$115K Buy
5,351
+2,047
+62% +$40.1K 0.05% 171
2021
Q4 		$69.9K Buy
3,304
+3
+0.1% +$69 0.03% 212
2021
Q3 		$71.5K Buy
3,301
+373
+13% +$8.5K 0.04% 199
2021
Q2 		$68.7K Buy
2,928
+1,430
+95% +$32.6K 0.03% 225
2021
Q1 		$36.4K Buy
1,498
+1,279
+584% +$35.8K 0.02% 281
2020
Q4 		$6.18K Buy
+219
New +$4.92K ﹤0.01% 453

Other funds holding ICLN

APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
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
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

Financial Perspectives's ICLN Position: Q2 2026 in Review

Financial Perspectives increased its iShares Global Clean Energy ETF (ICLN) stake by 4.9% in Q2 2026, buying an estimated $4.96K and bringing the position to 5,146 shares worth $105K. The position accounts for 0.03% of the portfolio, ranked #236.

Financial Perspectives first reported a position in ICLN in Q4 2020 and has held it in 23 quarters since. The position peaked at $115K in Q1 2022. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Financial Perspectives held 5,146 shares of iShares Global Clean Energy ETF worth $105K as of Q2 2026.
  • Financial Perspectives bought 239 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $4.96K.
  • iShares Global Clean Energy ETF made up 0.03% of Financial Perspectives's portfolio in Q2 2026, its #236 holding.
  • Financial Perspectives first reported a position in iShares Global Clean Energy ETF in Q4 2020 and has held it in 23 quarters since.
  • Financial Perspectives's iShares Global Clean Energy ETF position peaked at $115K in Q1 2022.
  • 474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.