Guardian Wealth Advisors (North Carolina)’s iShares Global Clean Energy ETF ICLN Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-1,188	Closed	-$21.7K	–	465
2026 Q1	$21.7K	Buy	+1,188	New	+$21.6K	﹤0.01%	499
2025 Q3	–	Sell	-1,559	Closed	-$20.4K	–	435
2025 Q2	$20.4K	Hold	1,559	–	–	﹤0.01%	449
2025 Q1	$17.8K	Hold	1,559	–	–	﹤0.01%	436
2024 Q4	$17.7K	Buy	1,559 +471	+43%	+$5.96K	﹤0.01%	421
2024 Q3	$16K	Hold	1,088	–	–	﹤0.01%	362
2024 Q2	$14.5K	Hold	1,088	–	–	﹤0.01%	354
2024 Q1	$15.2K	Hold	1,088	–	–	﹤0.01%	370
2023 Q4	$16.9K	Hold	1,088	–	–	﹤0.01%	361
2023 Q3	$15.9K	Hold	1,088	–	–	﹤0.01%	343
2023 Q2	$20K	Sell	1,088 -31	-3%	-$583	﹤0.01%	320
2023 Q1	$22.1K	Buy	1,119 +31	+3%	+$614	﹤0.01%	310
2022 Q4	$21.6K	Hold	1,088	–	–	﹤0.01%	292
2022 Q3	$21K	Hold	1,088	–	–	﹤0.01%	268
2022 Q2	$21K	Buy	+1,088	New	+$21.2K	﹤0.01%	267

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

Guardian Wealth Advisors (North Carolina)'s ICLN Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2026, closing a stake of 1,188 shares — an estimated $21.7K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in ICLN in Q2 2022 and held it in 14 quarters. The position peaked at $22.1K in Q1 2023. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares Global Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1,188 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $21.7K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Global Clean Energy ETF in Q2 2022 and held it in 14 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares Global Clean Energy ETF position peaked at $22.1K in Q1 2023.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.