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Mason & Associates (California)’s iShares Global Clean Energy ETF ICLN Stock Holding History

Mason & Associates (California)’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 		$554K Buy
+27,023
New +$560K 0.09% 113

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
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Mason & Associates (California)'s ICLN Position: Q2 2026 in Review

Mason & Associates (California) opened a new position in iShares Global Clean Energy ETF (ICLN) in Q2 2026: 27,023 shares worth $554K. The stake represents 0.09% of the portfolio and ranks #113 among its holdings.

196 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Mason & Associates (California) held 27,023 shares of iShares Global Clean Energy ETF worth $554K as of Q2 2026.
  • iShares Global Clean Energy ETF was a new Mason & Associates (California) position in Q2 2026.
  • iShares Global Clean Energy ETF made up 0.09% of Mason & Associates (California)'s portfolio in Q2 2026, its #113 holding.
  • 196 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.