Lynx Investment Advisory’s iShares Global Clean Energy ETF ICLN Stock Holding History

Lynx Investment Advisory’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	$1.01M	Buy	+49,404	New	+$1.02M	0.33%	80
2025 Q3	–	Sell	-12,126	Closed	-$159K	–	154
2025 Q2	$159K	Sell	12,126 -2,472	-17%	-$30.3K	0.1%	147
2025 Q1	$167K	Sell	14,598 -33,435	-70%	-$381K	0.11%	144
2024 Q4	$547K	Sell	48,033 -3,615	-7%	-$45.7K	0.37%	64
2024 Q3	$759K	Sell	51,648 -62	-0.1%	-$873	0.55%	46
2024 Q2	$689K	Buy	+51,710	New	+$724K	0.51%	43

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

Lynx Investment Advisory's ICLN Position: Q2 2026 in Review

Lynx Investment Advisory opened a new position in iShares Global Clean Energy ETF (ICLN) in Q2 2026: 49,404 shares worth $1.01M. The stake represents 0.33% of the portfolio and ranks #80 among its holdings. This is a return to the name: Lynx Investment Advisory previously reported a position in ICLN as recently as Q2 2025.

Lynx Investment Advisory first reported a position in ICLN in Q2 2024 and has held it in 6 quarters since. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Lynx Investment Advisory held 49,404 shares of iShares Global Clean Energy ETF worth $1.01M as of Q2 2026.
iShares Global Clean Energy ETF was a new Lynx Investment Advisory position in Q2 2026.
iShares Global Clean Energy ETF made up 0.33% of Lynx Investment Advisory's portfolio in Q2 2026, its #80 holding.
Lynx Investment Advisory first reported a position in iShares Global Clean Energy ETF in Q2 2024 and has held it in 6 quarters since.
474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.