Glassman Wealth Services’s iShares Global Clean Energy ETF ICLN Stock Holding History

Glassman Wealth Services’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	$10.8K	Hold	526	–	–	﹤0.01%	194
2026 Q1	$9.62K	Hold	526	–	–	﹤0.01%	154
2025 Q4	$8.64K	Hold	526	–	–	﹤0.01%	163
2025 Q3	$8.14K	Hold	526	–	–	﹤0.01%	151
2025 Q2	$6.9K	Hold	526	–	–	﹤0.01%	155
2025 Q1	$6.01K	Hold	526	–	–	﹤0.01%	173
2024 Q4	$5.99K	Hold	526	–	–	﹤0.01%	145
2024 Q3	$7.73K	Hold	526	–	–	﹤0.01%	152
2024 Q2	$7.01K	Hold	526	–	–	﹤0.01%	158
2024 Q1	$7.35K	Hold	526	–	–	﹤0.01%	166
2023 Q4	$8.19K	Hold	526	–	–	﹤0.01%	933
2023 Q3	$7.69K	Hold	526	–	–	﹤0.01%	928
2023 Q2	$9.68K	Hold	526	–	–	﹤0.01%	822
2023 Q1	$10.4K	Hold	526	–	–	﹤0.01%	803
2022 Q4	$10.4K	Hold	526	–	–	﹤0.01%	816
2022 Q3	$10K	Hold	526	–	–	﹤0.01%	790
2022 Q2	$10K	Hold	526	–	–	﹤0.01%	808
2022 Q1	$11K	Hold	526	–	–	﹤0.01%	797
2021 Q4	$11K	Hold	526	–	–	﹤0.01%	761
2021 Q3	$11K	Hold	526	–	–	﹤0.01%	750
2021 Q2	$12K	Hold	526	–	–	﹤0.01%	706
2021 Q1	$13K	Buy	+526	New	+$14.7K	﹤0.01%	651

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

Glassman Wealth Services's ICLN Position: Q2 2026 in Review

Glassman Wealth Services held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 526 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #194.

Glassman Wealth Services first reported a position in ICLN in Q1 2021 and has held it in 22 quarters since. The position peaked at $13K in Q1 2021. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Glassman Wealth Services held 526 shares of iShares Global Clean Energy ETF worth $10.8K as of Q2 2026.
Glassman Wealth Services left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #194 holding.
Glassman Wealth Services first reported a position in iShares Global Clean Energy ETF in Q1 2021 and has held it in 22 quarters since.
Glassman Wealth Services's iShares Global Clean Energy ETF position peaked at $13K in Q1 2021.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.