Glass Jacobson Investment Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Glass Jacobson Investment 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	$15.1K	Hold	739	–	–	﹤0.01%	431
2026 Q1	$13.5K	Hold	739	–	–	﹤0.01%	442
2025 Q4	$12.1K	Hold	739	–	–	﹤0.01%	437
2025 Q3	$11.4K	Hold	739	–	–	﹤0.01%	439
2025 Q2	$9.69K	Hold	739	–	–	﹤0.01%	430
2025 Q1	$8.41K	Hold	739	–	–	﹤0.01%	615
2024 Q4	$8.41K	Hold	739	–	–	﹤0.01%	615
2024 Q3	$10.9K	Hold	739	–	–	﹤0.01%	557
2024 Q2	$9.84K	Sell	739 -3,043	-80%	-$42.6K	﹤0.01%	551
2024 Q1	$52.9K	Buy	3,782 +1,098	+41%	+$15.5K	0.02%	340
2023 Q4	$41.8K	Buy	2,684 +15	+0.6%	+$211	0.02%	348
2023 Q3	$39K	Hold	2,669	–	–	0.02%	345
2023 Q2	$49.1K	Buy	+2,669	New	+$50.2K	0.02%	333
2022 Q4	$74K	Buy	+3,730	New	+$73.3K	0.04%	297

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

Glass Jacobson Investment Advisors's ICLN Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 739 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Glass Jacobson Investment Advisors first reported a position in ICLN in Q4 2022 and has held it in 14 quarters since. The position peaked at $74K in Q4 2022. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Glass Jacobson Investment Advisors held 739 shares of iShares Global Clean Energy ETF worth $15.1K as of Q2 2026.
Glass Jacobson Investment Advisors left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #431 holding.
Glass Jacobson Investment Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's iShares Global Clean Energy ETF position peaked at $74K in Q4 2022.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.