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

Financial Services Advisory’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	$944K	Sell	46,076 -5,461	-11%	-$113K	0.24%	42
2026 Q1	$943K	Sell	51,537 -71,637	-58%	-$1.3M	0.45%	33
2025 Q4	$2.02M	Sell	123,174 -2,779	-2%	-$46.3K	0.73%	29
2025 Q3	$1.95M	Sell	125,953 -414	-0.3%	-$5.86K	0.75%	23
2025 Q2	$1.66M	Buy	+126,367	New	+$1.55M	0.8%	20

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 Services Advisory's ICLN Position: Q2 2026 in Review

Financial Services Advisory reduced its iShares Global Clean Energy ETF (ICLN) stake by 11% in Q2 2026, selling an estimated $113K and leaving 46,076 shares worth $944K. The position accounts for 0.24% of the portfolio, ranked #42.

Financial Services Advisory first reported a position in ICLN in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.02M in Q4 2025. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Financial Services Advisory held 46,076 shares of iShares Global Clean Energy ETF worth $944K as of Q2 2026.
Financial Services Advisory sold 5,461 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $113K.
iShares Global Clean Energy ETF made up 0.24% of Financial Services Advisory's portfolio in Q2 2026, its #42 holding.
Financial Services Advisory first reported a position in iShares Global Clean Energy ETF in Q2 2025 and has held it in 5 quarters since.
Financial Services Advisory's iShares Global Clean Energy ETF position peaked at $2.02M in Q4 2025.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.