Legacy Edge Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Legacy Edge 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	$419K	Sell	20,446 -2,065	-9%	-$42.8K	0.04%	157
2026 Q1	$412K	Buy	22,511 +1,903	+9%	+$34.7K	0.04%	151
2025 Q4	$339K	Sell	20,608 -668	-3%	-$11.1K	0.04%	170
2025 Q3	$329K	Buy	21,276 +2,202	+12%	+$31.2K	0.04%	164
2025 Q2	$250K	Sell	19,074 -1,211	-6%	-$14.8K	0.03%	184
2025 Q1	$232K	Buy	20,285 +3,889	+24%	+$44.3K	0.04%	171
2024 Q4	$187K	Buy	16,396 +2,683	+20%	+$33.9K	0.03%	175
2024 Q3	$201K	Buy	13,713 +698	+5%	+$9.83K	0.03%	182
2024 Q2	$173K	Buy	13,015 +46	+0.4%	+$644	0.03%	175
2024 Q1	$181K	Buy	+12,969	New	+$183K	0.04%	164

Other funds holding ICLN

APTFM

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

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 22.9% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Legacy Edge Advisors's ICLN Position: Q2 2026 in Review

Legacy Edge Advisors reduced its iShares Global Clean Energy ETF (ICLN) stake by 9.2% in Q2 2026, selling an estimated $42.8K and leaving 20,446 shares worth $419K. The position accounts for 0.04% of the portfolio, ranked #157.

Legacy Edge Advisors first reported a position in ICLN in Q1 2024 and has held it in 10 quarters since. 479 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Legacy Edge Advisors held 20,446 shares of iShares Global Clean Energy ETF worth $419K as of Q2 2026.
Legacy Edge Advisors sold 2,065 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $42.8K.
iShares Global Clean Energy ETF made up 0.04% of Legacy Edge Advisors's portfolio in Q2 2026, its #157 holding.
Legacy Edge Advisors first reported a position in iShares Global Clean Energy ETF in Q1 2024 and has held it in 10 quarters since.
479 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.