Lewis Asset Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Lewis Asset 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	$205K	Hold	10,000	–	–	0.07%	215
2026 Q1	$183K	Hold	10,000	–	–	0.07%	198
2025 Q4	$164K	Hold	10,000	–	–	0.07%	183
2025 Q3	$155K	Hold	10,000	–	–	0.06%	185
2025 Q2	$131K	Buy	+10,000	New	+$123K	0.06%	176

Other funds holding ICLN

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Lewis Asset Management's ICLN Position: Q2 2026 in Review

Lewis Asset Management held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 10,000 shares worth $205K. The position accounts for 0.07% of the portfolio, ranked #215.

Lewis Asset Management first reported a position in ICLN in Q2 2025 and has held it in 5 quarters since. 194 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Lewis Asset Management held 10,000 shares of iShares Global Clean Energy ETF worth $205K as of Q2 2026.
Lewis Asset Management left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up 0.07% of Lewis Asset Management's portfolio in Q2 2026, its #215 holding.
Lewis Asset Management first reported a position in iShares Global Clean Energy ETF in Q2 2025 and has held it in 5 quarters since.
194 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.