Harbor Investment Advisory’s iShares Global Clean Energy ETF ICLN Stock Holding History

Harbor Investment Advisory’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	$3.46K	Sell	169 -4	-2%	-$83	﹤0.01%	1161
2026 Q1	$3.16K	Buy	173 +4	+2%	+$73	﹤0.01%	1077
2025 Q4	$2.78K	Hold	169	–	–	﹤0.01%	1113
2025 Q3	$2.62K	Hold	169	–	–	﹤0.01%	1077
2025 Q2	$2.22K	Hold	169	–	–	﹤0.01%	1080
2025 Q1	$1.93K	Buy	+169	New	+$1.93K	﹤0.01%	1079
2023 Q1	–	Sell	-106	Closed	-$2.11K	–	1343
2022 Q4	$2.11K	Hold	106	–	–	﹤0.01%	1199
2022 Q3	$2K	Hold	106	–	–	﹤0.01%	1227
2022 Q2	$2K	Buy	106 +8	+8%	+$156	﹤0.01%	1236
2022 Q1	$2K	Buy	98 +27	+38%	+$528	﹤0.01%	1250
2021 Q4	$2K	Sell	71 -2,972	-98%	-$68.4K	﹤0.01%	1223
2021 Q3	$66K	Sell	3,043 -128	-4%	-$2.92K	0.01%	647
2021 Q2	$74K	Sell	3,171 -43	-1%	-$981	0.01%	588
2021 Q1	$78K	Buy	3,214 +3,139	+4,185%	+$87.8K	0.01%	553
2020 Q4	$2K	Buy	75 +70	+1,400%	+$1.57K	﹤0.01%	1103
2020 Q3	$0	Buy	+5	New	+$78	﹤0.01%	1184

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

Harbor Investment Advisory's ICLN Position: Q2 2026 in Review

Harbor Investment Advisory reduced its iShares Global Clean Energy ETF (ICLN) stake by 2.3% in Q2 2026, selling an estimated $83 and leaving 169 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Harbor Investment Advisory first reported a position in ICLN in Q3 2020 and has held it in 16 quarters since. The position peaked at $78K in Q1 2021. 279 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Harbor Investment Advisory held 169 shares of iShares Global Clean Energy ETF worth $3.46K as of Q2 2026.
Harbor Investment Advisory sold 4 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $83.
iShares Global Clean Energy ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1161 holding.
Harbor Investment Advisory first reported a position in iShares Global Clean Energy ETF in Q3 2020 and has held it in 16 quarters since.
Harbor Investment Advisory's iShares Global Clean Energy ETF position peaked at $78K in Q1 2021.
279 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.