Investment Partners Asset Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Investment Partners Asset Management’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	$215K	Hold	10,503	–	–	0.12%	161
2026 Q1	$192K	Hold	10,503	–	–	0.12%	160
2025 Q4	$173K	Hold	10,503	–	–	0.11%	155
2025 Q3	$163K	Hold	10,503	–	–	0.11%	154
2025 Q2	$138K	Sell	10,503 -175	-2%	-$2.15K	0.1%	152
2025 Q1	$122K	Hold	10,678	–	–	0.1%	144
2024 Q4	$122K	Hold	10,678	–	–	0.1%	146
2024 Q3	$157K	Hold	10,678	–	–	0.13%	137
2024 Q2	$142K	Sell	10,678 -100	-0.9%	-$1.4K	0.13%	129
2024 Q1	$151K	Sell	10,778 -1,200	-10%	-$16.9K	0.14%	133
2023 Q4	$186K	Buy	+11,978	New	+$168K	0.19%	119

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

Investment Partners Asset Management's ICLN Position: Q2 2026 in Review

Investment Partners Asset Management held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 10,503 shares worth $215K. The position accounts for 0.12% of the portfolio, ranked #161.

Investment Partners Asset Management first reported a position in ICLN in Q4 2023 and has held it in 11 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Investment Partners Asset Management held 10,503 shares of iShares Global Clean Energy ETF worth $215K as of Q2 2026.
Investment Partners Asset Management left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up 0.12% of Investment Partners Asset Management's portfolio in Q2 2026, its #161 holding.
Investment Partners Asset Management first reported a position in iShares Global Clean Energy ETF in Q4 2023 and has held it in 11 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.