IEQ Capital’s iShares Global Clean Energy ETF ICLN Stock Holding History

IEQ Capital’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	$211K	Sell	10,314 -1,147	-10%	-$23.8K	﹤0.01%	1813
2026 Q1	$210K	Buy	11,461 +1,212	+12%	+$22.1K	﹤0.01%	1675
2025 Q4	$168K	Buy	+10,249	New	+$171K	﹤0.01%	1717
2025 Q2	–	Sell	-18,032	Closed	-$206K	–	1907
2025 Q1	$206K	Hold	18,032	–	–	﹤0.01%	1371
2024 Q4	$205K	Sell	18,032 -7,185	-28%	-$90.9K	﹤0.01%	1202
2024 Q3	$370K	Buy	25,217 +15,079	+149%	+$212K	﹤0.01%	857
2024 Q2	$135K	Buy	+10,138	New	+$142K	﹤0.01%	937
2023 Q4	–	Sell	-11,564	Closed	-$169K	–	963
2023 Q3	$169K	Hold	11,564	–	–	﹤0.01%	849
2023 Q2	$213K	Sell	11,564 -9,218	-44%	-$173K	﹤0.01%	793
2023 Q1	$411K	Hold	20,782	–	–	0.01%	630
2022 Q4	$413K	Buy	20,782 +9,255	+80%	+$182K	0.01%	557
2022 Q3	$220K	Sell	11,527 -36	-0.3%	-$767	0.01%	745
2022 Q2	$220K	Buy	+11,563	New	+$225K	0.01%	700

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

IEQ Capital's ICLN Position: Q2 2026 in Review

IEQ Capital reduced its iShares Global Clean Energy ETF (ICLN) stake by 10% in Q2 2026, selling an estimated $23.8K and leaving 10,314 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

IEQ Capital first reported a position in ICLN in Q2 2022 and has held it in 13 quarters since. The position peaked at $413K in Q4 2022. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

IEQ Capital held 10,314 shares of iShares Global Clean Energy ETF worth $211K as of Q2 2026.
IEQ Capital sold 1,147 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $23.8K.
iShares Global Clean Energy ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1813 holding.
IEQ Capital first reported a position in iShares Global Clean Energy ETF in Q2 2022 and has held it in 13 quarters since.
IEQ Capital's iShares Global Clean Energy ETF position peaked at $413K in Q4 2022.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.