First United Bank & Trust’s iShares Global Clean Energy ETF ICLN Stock Holding History

First United Bank & Trust’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	$25.6K	Buy	+1,250	New	+$25.9K	0.01%	291
2025 Q2	–	Sell	-145	Closed	-$1.66K	–	397
2025 Q1	$1.66K	Sell	145 -175	-55%	-$2K	﹤0.01%	393
2024 Q4	$3.64K	Sell	320 -240	-43%	-$3.04K	﹤0.01%	353
2024 Q3	$8.23K	Sell	560 -60	-10%	-$845	﹤0.01%	321
2024 Q2	$8.26K	Hold	620	–	–	﹤0.01%	333
2024 Q1	$8.67K	Hold	620	–	–	﹤0.01%	353
2023 Q4	$9.65K	Buy	+620	New	+$8.72K	﹤0.01%	353
2022 Q2	–	Sell	-10,895	Closed	-$234K	–	159
2022 Q1	$234K	Sell	10,895 -2,540	-19%	-$49.7K	0.09%	151
2021 Q4	$284K	Sell	13,435 -235	-2%	-$5.41K	0.1%	145
2021 Q3	$296K	Buy	13,670 +770	+6%	+$17.6K	0.12%	134
2021 Q2	$302K	Buy	12,900 +2,840	+28%	+$64.8K	0.13%	130
2021 Q1	$244K	Buy	10,060 +2,665	+36%	+$74.6K	0.1%	140
2020 Q4	$209K	Buy	+7,395	New	+$166K	0.1%	133

Other funds holding ICLN

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

First United Bank & Trust's ICLN Position: Q2 2026 in Review

First United Bank & Trust opened a new position in iShares Global Clean Energy ETF (ICLN) in Q2 2026: 1,250 shares worth $25.6K. The stake represents 0.01% of the portfolio and ranks #291 among its holdings. This is a return to the name: First United Bank & Trust previously reported a position in ICLN as recently as Q1 2025.

First United Bank & Trust first reported a position in ICLN in Q4 2020 and has held it in 13 quarters since. The position peaked at $302K in Q2 2021. 475 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

First United Bank & Trust held 1,250 shares of iShares Global Clean Energy ETF worth $25.6K as of Q2 2026.
iShares Global Clean Energy ETF was a new First United Bank & Trust position in Q2 2026.
iShares Global Clean Energy ETF made up 0.01% of First United Bank & Trust's portfolio in Q2 2026, its #291 holding.
First United Bank & Trust first reported a position in iShares Global Clean Energy ETF in Q4 2020 and has held it in 13 quarters since.
First United Bank & Trust's iShares Global Clean Energy ETF position peaked at $302K in Q2 2021.
475 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.