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Forum Finance Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Forum Finance Group’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 		$157K Buy
9,500
+8,000
+533% +$166K 0.06% 164
2026
Q1 		$21K Buy
+1,500
New +$27.3K 0.01% 238

Other funds holding ICLN

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
PWM
Parkway Wealth Management Plano, Texas $866M AUM

Forum Finance Group's ICLN Position: Q2 2026 in Review

Forum Finance Group increased its iShares Global Clean Energy ETF (ICLN) stake by 533% in Q2 2026, buying an estimated $166K and bringing the position to 9,500 shares worth $157K. The position accounts for 0.06% of the portfolio, ranked #164.

Forum Finance Group first reported a position in ICLN in Q1 2026 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Forum Finance Group held 9,500 shares of iShares Global Clean Energy ETF worth $157K as of Q2 2026.
  • Forum Finance Group bought 8,000 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $166K.
  • iShares Global Clean Energy ETF made up 0.06% of Forum Finance Group's portfolio in Q2 2026, its #164 holding.
  • Forum Finance Group first reported a position in iShares Global Clean Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.