Lugano Financial Advisors SA (LFA)’s iShares Global Clean Energy ETF ICLN Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$346K	Buy	16,868 +1,249	+8%	+$25.9K	0.21%	54
2026 Q1	$286K	Hold	15,619	–	–	0.15%	60
2025 Q4	$257K	Buy	+15,619	New	+$260K	0.13%	69
2023 Q3	–	Sell	-146,810	Closed	-$2.7M	–	197
2023 Q2	$2.7M	Buy	146,810 +5,671	+4%	+$107K	1.8%	21
2023 Q1	$2.79M	Buy	141,139 +13,510	+11%	+$268K	2.11%	20
2022 Q4	$2.53M	Sell	127,629 -13,427	-10%	-$264K	1.88%	20
2022 Q3	$2.69M	Buy	141,056 +8,831	+7%	+$188K	2.11%	17
2022 Q2	$2.52M	Buy	132,225 +5,578	+4%	+$109K	1.76%	22
2022 Q1	$2.72M	Sell	126,647 -2,198	-2%	-$43K	1.82%	20
2021 Q4	$2.73M	Sell	128,845 -651	-0.5%	-$15K	1.57%	20
2021 Q3	$2.8M	Buy	129,496 +1,521	+1%	+$34.7K	1.84%	18
2021 Q2	$3M	Buy	127,975 +17,094	+15%	+$390K	1.89%	17
2021 Q1	$2.69M	Buy	+110,881	New	+$3.1M	1.88%	18

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

Lugano Financial Advisors SA (LFA)'s ICLN Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) increased its iShares Global Clean Energy ETF (ICLN) stake by 8% in Q2 2026, buying an estimated $25.9K and bringing the position to 16,868 shares worth $346K. The position accounts for 0.21% of the portfolio, ranked #54.

Lugano Financial Advisors SA (LFA) first reported a position in ICLN in Q1 2021 and has held it in 13 quarters since. The position peaked at $3M in Q2 2021. 477 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 16,868 shares of iShares Global Clean Energy ETF worth $346K as of Q2 2026.
Lugano Financial Advisors SA (LFA) bought 1,249 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $25.9K.
iShares Global Clean Energy ETF made up 0.21% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #54 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares Global Clean Energy ETF in Q1 2021 and has held it in 13 quarters since.
Lugano Financial Advisors SA (LFA)'s iShares Global Clean Energy ETF position peaked at $3M in Q2 2021.
477 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.