Gerber Kawasaki Wealth & Investment Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Gerber Kawasaki Wealth & Investment 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	$166K	Buy	+8,095	New	+$168K	﹤0.01%	356
2024 Q4	–	Sell	-33,235	Closed	-$488K	–	289
2024 Q3	$488K	Sell	33,235 -7,087	-18%	-$99.8K	0.02%	184
2024 Q2	$537K	Sell	40,322 -13,477	-25%	-$189K	0.03%	169
2024 Q1	$752K	Sell	53,799 -20,434	-28%	-$288K	0.04%	143
2023 Q4	$1.16M	Sell	74,233 -345,790	-82%	-$4.86M	0.07%	127
2023 Q3	$6.14M	Sell	420,023 -85,798	-17%	-$1.44M	0.42%	50
2023 Q2	$9.31M	Sell	505,821 -33,367	-6%	-$627K	0.62%	41
2023 Q1	$10.7M	Sell	539,188 -31,745	-6%	-$629K	0.84%	32
2022 Q4	$11.3M	Sell	570,933 -10,374	-2%	-$204K	1.01%	32
2022 Q3	$11.1M	Buy	581,307 +66,808	+13%	+$1.42M	1.03%	30
2022 Q2	$9.8M	Buy	514,499 +497,787	+2,979%	+$9.7M	0.93%	29
2022 Q1	$359K	Buy	16,712 +4,098	+32%	+$80.2K	0.03%	181
2021 Q4	$267K	Buy	12,614 +12,582	+39,319%	+$289K	0.02%	225
2021 Q3	$32K	Buy	+32	New	+$729	﹤0.01%	388

Other funds holding ICLN

LPL Financial San Diego, California $445B AUM 25.58% 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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ICLN Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management opened a new position in iShares Global Clean Energy ETF (ICLN) in Q2 2026: 8,095 shares worth $166K. The stake represents ﹤0.01% of the portfolio and ranks #356 among its holdings. This is a return to the name: Gerber Kawasaki Wealth & Investment Management previously reported a position in ICLN as recently as Q3 2024.

Gerber Kawasaki Wealth & Investment Management first reported a position in ICLN in Q3 2021 and has held it in 14 quarters since. The position peaked at $11.3M in Q4 2022. 279 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 8,095 shares of iShares Global Clean Energy ETF worth $166K as of Q2 2026.
iShares Global Clean Energy ETF was a new Gerber Kawasaki Wealth & Investment Management position in Q2 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #356 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in iShares Global Clean Energy ETF in Q3 2021 and has held it in 14 quarters since.
Gerber Kawasaki Wealth & Investment Management's iShares Global Clean Energy ETF position peaked at $11.3M in Q4 2022.
279 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.