IWC
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Integrated Wealth Concepts’s iShares Global Clean Energy ETF ICLN Stock Holding History

Integrated Wealth Concepts’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 		$1.58M Buy
76,927
+25,697
+50% +$533K 0.01% 1078
2026
Q1 		$937K Buy
51,230
+8,069
+19% +$147K 0.01% 1155
2025
Q4 		$709K Buy
43,161
+28,264
+190% +$471K 0.01% 928
2025
Q3 		$231K Buy
14,897
+170
+1% +$2.41K ﹤0.01% 1774
2025
Q2 		$193K Sell
14,727
-1,404
-9% -$17.2K ﹤0.01% 1781
2025
Q1 		$184K Sell
16,131
-8,261
-34% -$94.2K ﹤0.01% 1639
2024
Q4 		$278K Sell
24,392
-4,909
-17% -$62.1K ﹤0.01% 1413
2024
Q3 		$430K Sell
29,301
-3,153
-10% -$44.4K 0.01% 1156
2024
Q2 		$432K Buy
32,454
+807
+3% +$11.3K 0.01% 1110
2024
Q1 		$442K Sell
31,647
-7,600
-19% -$107K 0.01% 1106
2023
Q4 		$611K Buy
39,247
+70
+0.2% +$984 0.01% 911
2023
Q3 		$573K Sell
39,177
-3,130
-7% -$52.5K 0.01% 920
2023
Q2 		$778K Buy
42,307
+5,873
+16% +$110K 0.01% 786
2023
Q1 		$721K Buy
36,434
+9,158
+34% +$181K 0.01% 730
2022
Q4 		$541K Buy
27,276
+2,641
+11% +$51.9K 0.01% 640
2022
Q3 		$470K Buy
24,635
+776
+3% +$16.5K 0.02% 606
2022
Q2 		$455K Sell
23,859
-3,024
-11% -$58.9K 0.01% 629
2022
Q1 		$579K Buy
26,883
+2,294
+9% +$44.9K 0.02% 545
2021
Q4 		$521K Buy
24,589
+1,196
+5% +$27.5K 0.02% 609
2021
Q3 		$506K Sell
23,393
-386
-2% -$8.8K 0.02% 584
2021
Q2 		$558K Buy
23,779
+4,358
+22% +$99.5K 0.02% 510
2021
Q1 		$472K Buy
19,421
+4,009
+26% +$112K 0.02% 484
2020
Q4 		$435K Buy
+15,412
New +$346K 0.02% 442

Other funds holding ICLN

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
PWM
Parkway Wealth Management Plano, Texas $866M AUM

Integrated Wealth Concepts's ICLN Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares Global Clean Energy ETF (ICLN) stake by 50% in Q2 2026, buying an estimated $533K and bringing the position to 76,927 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #1078.

Integrated Wealth Concepts first reported a position in ICLN in Q4 2020 and has held it in 23 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Integrated Wealth Concepts held 76,927 shares of iShares Global Clean Energy ETF worth $1.58M as of Q2 2026.
  • Integrated Wealth Concepts bought 25,697 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $533K.
  • iShares Global Clean Energy ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1078 holding.
  • Integrated Wealth Concepts first reported a position in iShares Global Clean Energy ETF in Q4 2020 and has held it in 23 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.