IFP Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

IFP Advisors’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	$3.7M	Sell	180,531 -13,264	-7%	-$275K	0.07%	323
2026 Q1	$3.54M	Sell	193,795 -9,100	-4%	-$166K	0.07%	297
2025 Q4	$3.33M	Sell	202,895 -4,450	-2%	-$74.2K	0.07%	290
2025 Q3	$3.21M	Sell	207,345 -17,081	-8%	-$242K	0.08%	262
2025 Q2	$2.94M	Sell	224,426 -1,246	-0.6%	-$15.3K	0.08%	264
2025 Q1	$2.58M	Buy	225,672 +53,492	+31%	+$610K	0.08%	295
2024 Q4	$1.96M	Buy	172,180 +168,022	+4,041%	+$2.13M	0.06%	342
2024 Q3	$61.1K	Hold	4,158	–	–	﹤0.01%	1636
2024 Q2	$55.4K	Sell	4,158 -30	-0.7%	-$420	﹤0.01%	1633
2024 Q1	$58.5K	Sell	4,188 -31	-0.7%	-$437	﹤0.01%	1519
2023 Q4	$65.7K	Buy	4,219 +37	+0.9%	+$520	﹤0.01%	1432
2023 Q3	$61.1K	Sell	4,182 -1,366	-25%	-$22.9K	﹤0.01%	1472
2023 Q2	$102K	Buy	5,548 +1,161	+26%	+$21.8K	﹤0.01%	1308
2023 Q1	$42.4K	Sell	4,387 -4,205	-49%	-$83.3K	﹤0.01%	1654
2022 Q4	$85K	Sell	8,592 -796	-8%	-$15.6K	﹤0.01%	1851
2022 Q3	$93K	Buy	9,388 +2,867	+44%	+$61.1K	﹤0.01%	1898
2022 Q2	$66K	Hold	6,521	–	–	﹤0.01%	1966
2022 Q1	$66K	Buy	6,521 +1,847	+40%	+$36.1K	﹤0.01%	1966
2021 Q4	$98K	Buy	4,674 +902	+24%	+$20.7K	﹤0.01%	1274
2021 Q3	$84K	Buy	3,772 +1,746	+86%	+$39.8K	﹤0.01%	1365
2021 Q2	$47K	Buy	2,026 +105	+5%	+$2.4K	﹤0.01%	1551
2021 Q1	$47K	Buy	1,921 +84	+5%	+$2.35K	﹤0.01%	1497
2020 Q4	$51K	Buy	1,837 +1,000	+119%	+$22.5K	﹤0.01%	1432
2020 Q3	$16K	Hold	837	–	–	﹤0.01%	1732
2020 Q2	$11K	Sell	837 -501	-37%	-$5.64K	﹤0.01%	1784
2020 Q1	$12K	Buy	1,338 +300	+29%	+$3.55K	﹤0.01%	1695
2019 Q4	$13K	Buy	1,038 +501	+93%	+$5.51K	﹤0.01%	1796
2019 Q3	$5K	Buy	+537	New	+$5.85K	﹤0.01%	2339
2019 Q1	–	Sell	-537	Closed	-$4K	–	2838
2018 Q4	$4K	Sell	537 -3,073	-85%	-$26.1K	﹤0.01%	2940
2018 Q3	$31K	Hold	3,610	–	–	﹤0.01%	2183
2018 Q2	$32K	Buy	3,610 +1,100	+44%	+$10.5K	﹤0.01%	2176
2018 Q1	$23K	Hold	2,510	–	–	﹤0.01%	2296
2017 Q4	$23K	Hold	2,510	–	–	﹤0.01%	2327
2017 Q3	$23K	Buy	2,510 +1,100	+78%	+$9.89K	﹤0.01%	2509
2017 Q2	$12K	Buy	1,410 +1,180	+513%	+$10.1K	﹤0.01%	2901
2017 Q1	$2K	Hold	230	–	–	﹤0.01%	3653
2016 Q4	$2K	Hold	230	–	–	﹤0.01%	3640
2016 Q3	$2K	Hold	230	–	–	﹤0.01%	3582
2016 Q2	$2K	Buy	+230	New	+$2.04K	﹤0.01%	3468

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

IFP Advisors's ICLN Position: Q2 2026 in Review

IFP Advisors reduced its iShares Global Clean Energy ETF (ICLN) stake by 6.8% in Q2 2026, selling an estimated $275K and leaving 180,531 shares worth $3.7M. The position accounts for 0.07% of the portfolio, ranked #323.

IFP Advisors first reported a position in ICLN in Q2 2016 and has held it in 39 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

IFP Advisors held 180,531 shares of iShares Global Clean Energy ETF worth $3.7M as of Q2 2026.
IFP Advisors sold 13,264 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $275K.
iShares Global Clean Energy ETF made up 0.07% of IFP Advisors's portfolio in Q2 2026, its #323 holding.
IFP Advisors first reported a position in iShares Global Clean Energy ETF in Q2 2016 and has held it in 39 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.