KF
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Krilogy Financial’s iShares Global Clean Energy ETF ICLN Stock Holding History

Krilogy Financial’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 		$8.36M Buy
+408,140
New +$8.46M 0.25% 73
2024
Q1 		– Sell
-150,846
Closed -$2.35M – 226
2023
Q4 		$2.35M Buy
+150,846
New +$2.12M 0.2% 101

Other funds holding ICLN

APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
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

Krilogy Financial's ICLN Position: Q2 2026 in Review

Krilogy Financial opened a new position in iShares Global Clean Energy ETF (ICLN) in Q2 2026: 408,140 shares worth $8.36M. The stake represents 0.25% of the portfolio and ranks #73 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in ICLN as recently as Q4 2023.

Krilogy Financial first reported a position in ICLN in Q4 2023 and has held it in 2 quarters since. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Krilogy Financial held 408,140 shares of iShares Global Clean Energy ETF worth $8.36M as of Q2 2026.
  • iShares Global Clean Energy ETF was a new Krilogy Financial position in Q2 2026.
  • iShares Global Clean Energy ETF made up 0.25% of Krilogy Financial's portfolio in Q2 2026, its #73 holding.
  • Krilogy Financial first reported a position in iShares Global Clean Energy ETF in Q4 2023 and has held it in 2 quarters since.
  • 474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.