Focus Partners Wealth’s iShares Global Clean Energy ETF ICLN Stock Holding History

Focus Partners Wealth’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	$2.04M	Buy	99,333 +7,281	+8%	+$151K	﹤0.01%	1348
2026 Q1	$1.68M	Buy	92,052 +3,429	+4%	+$62.4K	﹤0.01%	1395
2025 Q4	$1.46M	Buy	88,623 +7,829	+10%	+$131K	﹤0.01%	1468
2025 Q3	$1.25M	Sell	80,794 -7,706	-9%	-$109K	﹤0.01%	1198
2025 Q2	$1.16M	Buy	88,500 +12,984	+17%	+$159K	﹤0.01%	1082
2025 Q1	$862K	Buy	75,516 +8,257	+12%	+$94.2K	﹤0.01%	1114
2024 Q4	$765K	Buy	67,259 +10,601	+19%	+$134K	﹤0.01%	1154
2024 Q3	$832K	Buy	56,658 +25,376	+81%	+$357K	﹤0.01%	989
2024 Q2	$416K	Buy	31,282 +16,536	+112%	+$232K	﹤0.01%	989
2024 Q1	$206K	Sell	14,746 -12,779	-46%	-$180K	﹤0.01%	931
2023 Q4	$429K	Buy	+27,525	New	+$387K	0.01%	605

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

Focus Partners Wealth's ICLN Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares Global Clean Energy ETF (ICLN) stake by 7.9% in Q2 2026, buying an estimated $151K and bringing the position to 99,333 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Focus Partners Wealth first reported a position in ICLN in Q4 2023 and has held it in 11 quarters since. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Focus Partners Wealth held 99,333 shares of iShares Global Clean Energy ETF worth $2.04M as of Q2 2026.
Focus Partners Wealth bought 7,281 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $151K.
iShares Global Clean Energy ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1348 holding.
Focus Partners Wealth first reported a position in iShares Global Clean Energy ETF in Q4 2023 and has held it in 11 quarters since.
474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.