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

KFG Wealth 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	$731K	Buy	35,671 +1,411	+4%	+$29.3K	0.08%	110
2026 Q1	$627K	Buy	34,260 +8,109	+31%	+$148K	0.08%	112
2025 Q4	$430K	Buy	26,151 +6,475	+33%	+$108K	0.06%	150
2025 Q3	$305K	Buy	19,676 +3,392	+21%	+$48K	0.04%	168
2025 Q2	$213K	Buy	16,284 +457	+3%	+$5.6K	0.03%	190
2025 Q1	$181K	Sell	15,827 -600	-4%	-$6.84K	0.03%	187
2024 Q4	$187K	Sell	16,427 -234	-1%	-$2.96K	0.03%	181
2024 Q3	$245K	Buy	16,661 +775	+5%	+$10.9K	0.05%	162
2024 Q2	$212K	Buy	15,886 +2,475	+18%	+$34.7K	0.08%	155
2024 Q1	$187K	Buy	+13,411	New	+$189K	0.08%	155

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

KFG Wealth Management's ICLN Position: Q2 2026 in Review

KFG Wealth Management increased its iShares Global Clean Energy ETF (ICLN) stake by 4.1% in Q2 2026, buying an estimated $29.3K and bringing the position to 35,671 shares worth $731K. The position accounts for 0.08% of the portfolio, ranked #110.

KFG Wealth Management first reported a position in ICLN in Q1 2024 and has held it in 10 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

KFG Wealth Management held 35,671 shares of iShares Global Clean Energy ETF worth $731K as of Q2 2026.
KFG Wealth Management bought 1,411 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $29.3K.
iShares Global Clean Energy ETF made up 0.08% of KFG Wealth Management's portfolio in Q2 2026, its #110 holding.
KFG Wealth Management first reported a position in iShares Global Clean Energy ETF in Q1 2024 and has held it in 10 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.