HB Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

HB Wealth 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	–	Sell	-11,442	Closed	-$209K	–	1760
2026 Q1	$209K	Buy	+11,442	New	+$208K	﹤0.01%	1417
2025 Q2	–	Sell	-10,072	Closed	-$115K	–	1225
2025 Q1	$115K	Hold	10,072	–	–	﹤0.01%	1170
2024 Q4	$115K	Sell	10,072 -3,659	-27%	-$46.3K	﹤0.01%	1020
2024 Q3	$202K	Sell	13,731 -2,478	-15%	-$34.9K	﹤0.01%	893
2024 Q2	$216K	Buy	16,209 +1,372	+9%	+$19.2K	﹤0.01%	825
2024 Q1	$207K	Buy	14,837 +355	+2%	+$5K	﹤0.01%	790
2023 Q4	$225K	Sell	14,482 -875	-6%	-$12.3K	﹤0.01%	704
2023 Q3	$225K	Sell	15,357 -300	-2%	-$5.03K	﹤0.01%	669
2023 Q2	$288K	Buy	15,657 +976	+7%	+$18.4K	﹤0.01%	557
2023 Q1	$290K	Buy	+14,681	New	+$291K	0.01%	544
2022 Q4	–	Sell	-11,630	Closed	-$222K	–	699
2022 Q3	$222K	Hold	11,630	–	–	﹤0.01%	519
2022 Q2	$222K	Buy	11,630 +1,518	+15%	+$29.6K	﹤0.01%	519
2022 Q1	$218K	Sell	10,112 -2,148	-18%	-$42K	﹤0.01%	546
2021 Q4	$260K	Buy	+12,260	New	+$282K	0.01%	425

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

HB Wealth Management's ICLN Position: Q2 2026 in Review

HB Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2026, closing a stake of 11,442 shares — an estimated $209K sold.

HB Wealth Management first reported a position in ICLN in Q4 2021 and held it in 14 quarters. The position peaked at $290K in Q1 2023. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

HB Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
HB Wealth Management sold 11,442 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $209K.
HB Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2021 and held it in 14 quarters.
HB Wealth Management's iShares Global Clean Energy ETF position peaked at $290K in Q1 2023.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.