Jones Financial Companies’s iShares Global Clean Energy ETF ICLN Stock Holding History

Jones Financial Companies’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	$2.14M	Buy	109,541 +43,625	+66%	+$905K	﹤0.01%	1552
2026 Q1	$1.18M	Buy	65,916 +5,640	+9%	+$103K	﹤0.01%	1652
2025 Q4	$990K	Sell	60,276 -8,357	-12%	-$139K	﹤0.01%	1233
2025 Q3	$1.04M	Buy	68,633 +2,245	+3%	+$31.8K	﹤0.01%	1118
2025 Q2	$864K	Sell	66,388 -8,141	-11%	-$99.8K	﹤0.01%	1061
2025 Q1	$859K	Buy	74,529 +6,699	+10%	+$76.4K	﹤0.01%	922
2024 Q4	$772K	Buy	67,830 +7,763	+13%	+$98.2K	﹤0.01%	827
2024 Q3	$887K	Buy	60,067 +25,791	+75%	+$363K	﹤0.01%	639
2024 Q2	$457K	Buy	34,276 +30,462	+799%	+$427K	﹤0.01%	585
2024 Q1	$53.3K	Hold	3,814	–	–	﹤0.01%	719
2023 Q4	$59.4K	Buy	3,814 +160	+4%	+$2.25K	﹤0.01%	448
2023 Q3	$53.4K	Buy	3,654 +60	+2%	+$1.01K	﹤0.01%	359
2023 Q2	$66.1K	Buy	3,594 +3,162	+732%	+$59.5K	﹤0.01%	342
2023 Q1	$8.54K	Buy	+432	New	+$8.56K	﹤0.01%	485
2022 Q3	–	Sell	-875	Closed	-$17K	–	627
2022 Q2	$17K	Buy	+875	New	+$17.1K	﹤0.01%	425

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

Jones Financial Companies's ICLN Position: Q2 2026 in Review

Jones Financial Companies increased its iShares Global Clean Energy ETF (ICLN) stake by 66% in Q2 2026, buying an estimated $905K and bringing the position to 109,541 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Jones Financial Companies first reported a position in ICLN in Q2 2022 and has held it in 15 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Jones Financial Companies held 109,541 shares of iShares Global Clean Energy ETF worth $2.14M as of Q2 2026.
Jones Financial Companies bought 43,625 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $905K.
iShares Global Clean Energy ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1552 holding.
Jones Financial Companies first reported a position in iShares Global Clean Energy ETF in Q2 2022 and has held it in 15 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.