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

Instrumental Wealth’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 		$1.05M Buy
51,208
+1,502
+3% +$31.1K 0.53% 22
2026
Q1 		$909K Buy
49,706
+1,234
+3% +$22.5K 0.56% 20
2025
Q4 		$905K Buy
48,472
+8,525
+21% +$142K 0.54% 21
2025
Q3 		$680K Buy
39,947
+272
+0.7% +$3.85K 0.48% 28
2025
Q2 		$536K Buy
39,675
+3,911
+11% +$48K 0.43% 27
2025
Q1 		$424K Buy
35,764
+4,902
+16% +$55.9K 0.38% 29
2024
Q4 		$351K Sell
30,862
-176,970
-85% -$2.24M 0.33% 31
2024
Q3 		$2.84M Buy
207,832
+7,431
+4% +$105K 2.77% 10
2024
Q2 		$2.79M Buy
200,401
+16,903
+9% +$237K 2.88% 11
2024
Q1 		$2.77M Buy
183,498
+87,981
+92% +$1.24M 1.2% 12
2023
Q4 		$1.33M Buy
95,517
+15,574
+19% +$219K 1.44% 13
2023
Q3 		$1.14M Buy
79,943
+31,559
+65% +$530K 1.33% 12
2023
Q2 		$901K Buy
+48,384
New +$910K 1.08% 15

Other funds holding ICLN

APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
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
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

Instrumental Wealth's ICLN Position: Q2 2026 in Review

Instrumental Wealth increased its iShares Global Clean Energy ETF (ICLN) stake by 3% in Q2 2026, buying an estimated $31.1K and bringing the position to 51,208 shares worth $1.05M. The position accounts for 0.53% of the portfolio, ranked #22.

Instrumental Wealth first reported a position in ICLN in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.84M in Q3 2024. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Instrumental Wealth held 51,208 shares of iShares Global Clean Energy ETF worth $1.05M as of Q2 2026.
  • Instrumental Wealth bought 1,502 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $31.1K.
  • iShares Global Clean Energy ETF made up 0.53% of Instrumental Wealth's portfolio in Q2 2026, its #22 holding.
  • Instrumental Wealth first reported a position in iShares Global Clean Energy ETF in Q2 2023 and has held it in 13 quarters since.
  • Instrumental Wealth's iShares Global Clean Energy ETF position peaked at $2.84M in Q3 2024.
  • 474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.