LEA
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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 		$250K Sell
19,074
-3,437
-15% -$71.3K 0.03% 184
2026
Q1 		$412K Buy
22,511
+1,903
+9% +$34.7K 0.04% 151
2025
Q4 		$339K Buy
+20,608
New +$344K 0.04% 170

Other funds holding ICLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 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 15% in Q2 2026, selling an estimated $71.3K and leaving 19,074 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #184.

Legacy Edge Advisors first reported a position in ICLN in Q4 2025 and has held it in 3 quarters since. The position peaked at $412K in Q1 2026. 296 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Legacy Edge Advisors held 19,074 shares of iShares Global Clean Energy ETF worth $250K as of Q2 2026.
  • Legacy Edge Advisors sold 3,437 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $71.3K.
  • iShares Global Clean Energy ETF made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #184 holding.
  • Legacy Edge Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's iShares Global Clean Energy ETF position peaked at $412K in Q1 2026.
  • 296 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.