Independent Advisor Alliance’s iShares Global Clean Energy ETF ICLN Stock Holding History

Independent Advisor Alliance’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	-10,709	Closed	-$196K	–	1326
2026 Q1	$196K	Buy	+10,709	New	+$195K	﹤0.01%	1507
2025 Q1	–	Sell	-12,412	Closed	-$141K	–	1064
2024 Q4	$141K	Buy	+12,412	New	+$157K	﹤0.01%	1314

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

Independent Advisor Alliance's ICLN Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2026, closing a stake of 10,709 shares — an estimated $196K sold.

Independent Advisor Alliance first reported a position in ICLN in Q4 2024 and held it in 2 quarters. The position peaked at $196K in Q1 2026. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares Global Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 10,709 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $196K.
Independent Advisor Alliance first reported a position in iShares Global Clean Energy ETF in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's iShares Global Clean Energy ETF position peaked at $196K in Q1 2026.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.