HM Payson & Co’s iShares Global Clean Energy ETF ICLN Stock Holding History

HM Payson & Co’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	$71.7K	Hold	3,500	–	–	﹤0.01%	635
2026 Q1	$64K	Hold	3,500	–	–	﹤0.01%	644
2025 Q4	$57.5K	Hold	3,500	–	–	﹤0.01%	672
2025 Q3	$54.2K	Hold	3,500	–	–	﹤0.01%	672
2025 Q2	$45.9K	Hold	3,500	–	–	﹤0.01%	661
2025 Q1	$40K	Hold	3,500	–	–	﹤0.01%	680
2024 Q4	$39.8K	Buy	3,500 +1,300	+59%	+$16.4K	﹤0.01%	676
2024 Q3	$32.3K	Hold	2,200	–	–	﹤0.01%	701
2024 Q2	$29.3K	Hold	2,200	–	–	﹤0.01%	691
2024 Q1	$30.8K	Sell	2,200 -26	-1%	-$366	﹤0.01%	680
2023 Q4	$34.7K	Sell	2,226 -14	-0.6%	-$197	﹤0.01%	649
2023 Q3	$32.7K	Sell	2,240 -113	-5%	-$1.9K	﹤0.01%	654
2023 Q2	$43.3K	Buy	2,353 +153	+7%	+$2.88K	﹤0.01%	607
2023 Q1	$43.5K	Hold	2,200	–	–	﹤0.01%	599
2022 Q4	$43.7K	Hold	2,200	–	–	﹤0.01%	575
2022 Q3	$42K	Hold	2,200	–	–	﹤0.01%	599
2022 Q2	$42K	Hold	2,200	–	–	﹤0.01%	608
2022 Q1	$47K	Hold	2,200	–	–	﹤0.01%	610
2021 Q4	$47K	Hold	2,200	–	–	﹤0.01%	616
2021 Q3	$48K	Hold	2,200	–	–	﹤0.01%	596
2021 Q2	$52K	Hold	2,200	–	–	﹤0.01%	573
2021 Q1	$53K	Hold	2,200	–	–	﹤0.01%	595
2020 Q4	$62K	Hold	2,200	–	–	﹤0.01%	563
2020 Q3	$41K	Hold	2,200	–	–	﹤0.01%	595
2020 Q2	$28K	Hold	2,200	–	–	﹤0.01%	613
2020 Q1	$21K	Hold	2,200	–	–	﹤0.01%	631
2019 Q4	$26K	Buy	+2,200	New	+$24.2K	﹤0.01%	688

Other funds holding ICLN

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

HM Payson & Co's ICLN Position: Q2 2026 in Review

HM Payson & Co held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 3,500 shares worth $71.7K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

HM Payson & Co first reported a position in ICLN in Q4 2019 and has held it in 27 quarters since. 475 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

HM Payson & Co held 3,500 shares of iShares Global Clean Energy ETF worth $71.7K as of Q2 2026.
HM Payson & Co left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #635 holding.
HM Payson & Co first reported a position in iShares Global Clean Energy ETF in Q4 2019 and has held it in 27 quarters since.
475 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.