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

JFS Wealth 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 		$65.9K Buy
3,217
+1,680
+109% +$34.8K ﹤0.01% 495
2026
Q1 		$28.1K Hold
1,537
– – ﹤0.01% 654
2025
Q4 		$25.3K Hold
1,537
– – ﹤0.01% 685
2025
Q3 		$23.8K Hold
1,537
– – ﹤0.01% 661
2025
Q2 		$20.2K Hold
1,537
– – ﹤0.01% 658
2025
Q1 		$17.6K Hold
1,537
– – ﹤0.01% 696
2024
Q4 		$17.5K Hold
1,537
– – ﹤0.01% 678
2024
Q3 		$22.6K Hold
1,537
– – ﹤0.01% 615
2024
Q2 		$20.5K Hold
1,537
– – ﹤0.01% 598
2024
Q1 		$21.5K Hold
1,537
– – ﹤0.01% 611
2023
Q4 		$23.9K Hold
1,537
– – ﹤0.01% 549
2023
Q3 		$22.5K Sell
1,537
-390
-20% -$6.54K ﹤0.01% 514
2023
Q2 		$35.5K Hold
1,927
– – ﹤0.01% 420
2023
Q1 		$38.1K Sell
1,927
-500
-21% -$9.9K ﹤0.01% 406
2022
Q4 		$48.2K Hold
2,427
– – ﹤0.01% 367
2022
Q3 		$46K Sell
2,427
-823
-25% -$17.5K 0.01% 394
2022
Q2 		$62K Hold
3,250
– – 0.01% 362
2022
Q1 		$70K Hold
3,250
– – 0.01% 355
2021
Q4 		$69K Sell
3,250
-840
-21% -$19.3K 0.01% 369
2021
Q3 		$89K Buy
4,090
+500
+14% +$11.4K 0.01% 331
2021
Q2 		$84K Hold
3,590
– – 0.01% 235
2021
Q1 		$87K Buy
3,590
+690
+24% +$19.3K 0.02% 206
2020
Q4 		$82K Buy
2,900
+150
+5% +$3.37K 0.02% 206
2020
Q3 		$51K Hold
2,750
– – 0.01% 236
2020
Q2 		$34K Buy
+2,750
New +$31K 0.01% 258

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

JFS Wealth Advisors's ICLN Position: Q2 2026 in Review

JFS Wealth Advisors increased its iShares Global Clean Energy ETF (ICLN) stake by 109% in Q2 2026, buying an estimated $34.8K and bringing the position to 3,217 shares worth $65.9K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

JFS Wealth Advisors first reported a position in ICLN in Q2 2020 and has held it in 25 quarters since. The position peaked at $89K in Q3 2021. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • JFS Wealth Advisors held 3,217 shares of iShares Global Clean Energy ETF worth $65.9K as of Q2 2026.
  • JFS Wealth Advisors bought 1,680 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $34.8K.
  • iShares Global Clean Energy ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #495 holding.
  • JFS Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q2 2020 and has held it in 25 quarters since.
  • JFS Wealth Advisors's iShares Global Clean Energy ETF position peaked at $89K in Q3 2021.
  • 471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.