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

Lido 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	$1.45M	Sell	70,841 -5,144	-7%	-$107K	﹤0.01%	921
2026 Q1	$1.39M	Buy	75,985 +3,202	+4%	+$58.3K	﹤0.01%	829
2025 Q4	$1.19M	Buy	72,783 +3,201	+5%	+$53.4K	﹤0.01%	936
2025 Q3	$1.08M	Buy	+69,582	New	+$985K	﹤0.01%	925
2024 Q4	–	Sell	-108,655	Closed	-$1.6M	–	1544
2024 Q3	$1.6M	Sell	108,655 -13,174	-11%	-$186K	0.01%	537
2024 Q2	$1.62M	Sell	121,829 -10,364	-8%	-$145K	0.01%	495
2024 Q1	$1.85M	Buy	132,193 +26,128	+25%	+$368K	0.01%	446
2023 Q4	$1.65M	Sell	106,065 -35,078	-25%	-$493K	0.01%	462
2023 Q3	$2.06M	Buy	141,143 +11,093	+9%	+$186K	0.02%	371
2023 Q2	$2.39M	Buy	130,050 +3,631	+3%	+$68.3K	0.02%	332
2023 Q1	$2.5M	Buy	126,419 +5,154	+4%	+$102K	0.02%	302
2022 Q4	$2.41M	Buy	121,265 +1,944	+2%	+$38.2K	0.03%	266
2022 Q3	$2.28M	Buy	+119,321	New	+$2.54M	0.03%	242
2021 Q4	–	Sell	-9,979	Closed	-$216K	–	1017
2021 Q3	$216K	Buy	+9,979	New	+$227K	﹤0.01%	887

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 22.96% 1-Year Est. Return

MIH

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

Lido Advisors's ICLN Position: Q2 2026 in Review

Lido Advisors reduced its iShares Global Clean Energy ETF (ICLN) stake by 6.8% in Q2 2026, selling an estimated $107K and leaving 70,841 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Lido Advisors first reported a position in ICLN in Q3 2021 and has held it in 14 quarters since. The position peaked at $2.5M in Q1 2023. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Lido Advisors held 70,841 shares of iShares Global Clean Energy ETF worth $1.45M as of Q2 2026.
Lido Advisors sold 5,144 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $107K.
iShares Global Clean Energy ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #921 holding.
Lido Advisors first reported a position in iShares Global Clean Energy ETF in Q3 2021 and has held it in 14 quarters since.
Lido Advisors's iShares Global Clean Energy ETF position peaked at $2.5M in Q1 2023.
474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.