GeoWealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

GeoWealth Management’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	$764K	Buy	+37,269	New	+$773K	0.02%	390
2025 Q1	–	Sell	-626	Closed	-$7.12K	–	1415
2024 Q4	$7.12K	Buy	+626	New	+$7.92K	﹤0.01%	1520
2024 Q3	–	Hold	0	–	–	–	1694
2021 Q4	–	Sell	-67,699	Closed	-$1.47M	–	395
2021 Q3	$1.47M	Buy	+67,699	New	+$1.54M	0.12%	135

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

GeoWealth Management's ICLN Position: Q2 2026 in Review

GeoWealth Management opened a new position in iShares Global Clean Energy ETF (ICLN) in Q2 2026: 37,269 shares worth $764K. The stake represents 0.02% of the portfolio and ranks #390 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in ICLN as recently as Q4 2024.

GeoWealth Management first reported a position in ICLN in Q3 2021 and has held it in 3 quarters since. The position peaked at $1.47M in Q3 2021. 478 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

GeoWealth Management held 37,269 shares of iShares Global Clean Energy ETF worth $764K as of Q2 2026.
iShares Global Clean Energy ETF was a new GeoWealth Management position in Q2 2026.
iShares Global Clean Energy ETF made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #390 holding.
GeoWealth Management first reported a position in iShares Global Clean Energy ETF in Q3 2021 and has held it in 3 quarters since.
GeoWealth Management's iShares Global Clean Energy ETF position peaked at $1.47M in Q3 2021.
478 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.