Flagship Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Flagship Wealth Advisors’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	–	Sell	-76	Closed	-$996	–	489
2026 Q1	$996	Buy	+76	New	+$1.38K	﹤0.01%	341
2025 Q4	–	Sell	-76	Closed	-$1.18K	–	407
2025 Q3	$1.18K	Hold	76	–	–	﹤0.01%	401
2025 Q2	$996	Hold	76	–	–	﹤0.01%	356
2025 Q1	$868	Hold	76	–	–	﹤0.01%	366
2024 Q4	$865	Buy	+76	New	+$961	﹤0.01%	359

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

Flagship Wealth Advisors's ICLN Position: Q2 2026 in Review

Flagship Wealth Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2026, closing a stake of 76 shares — an estimated $996 sold.

Flagship Wealth Advisors first reported a position in ICLN in Q4 2024 and held it in 5 quarters. The position peaked at $1.18K in Q3 2025. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Flagship Wealth Advisors reported no remaining iShares Global Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
Flagship Wealth Advisors sold 76 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $996.
Flagship Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2024 and held it in 5 quarters.
Flagship Wealth Advisors's iShares Global Clean Energy ETF position peaked at $1.18K in Q3 2025.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.