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

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

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.

476 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.
476 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.