Matrix Private Capital Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Matrix Private Capital Group’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	$9.22K	Hold	450	–	–	﹤0.01%	133
2026 Q1	$8.23K	Hold	450	–	–	﹤0.01%	132
2025 Q4	$7.39K	Hold	450	–	–	﹤0.01%	130
2025 Q3	$6.97K	Hold	450	–	–	﹤0.01%	127
2025 Q2	$5.9K	Hold	450	–	–	﹤0.01%	128
2025 Q1	$5.14K	Hold	450	–	–	﹤0.01%	137
2024 Q4	$5.12K	Hold	450	–	–	﹤0.01%	148
2024 Q3	$6.61K	Hold	450	–	–	﹤0.01%	151
2024 Q2	$5.99K	Buy	450 +200	+80%	+$2.8K	﹤0.01%	149
2024 Q1	$3.5K	Buy	250 +50	+25%	+$704	﹤0.01%	144
2023 Q4	$3.11K	Sell	200 -27	-12%	-$380	﹤0.01%	142
2023 Q3	$3.32K	Hold	227	–	–	﹤0.01%	164
2023 Q2	$4.17K	Sell	227 -450	-66%	-$8.46K	﹤0.01%	171
2023 Q1	$13.4K	Buy	677 +550	+433%	+$10.9K	0.01%	183
2022 Q4	$2.52K	Buy	127 +27	+27%	+$531	﹤0.01%	190
2022 Q3	$2K	Buy	+100	New	+$2.13K	﹤0.01%	193

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

Matrix Private Capital Group's ICLN Position: Q2 2026 in Review

Matrix Private Capital Group held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 450 shares worth $9.22K. The position accounts for ﹤0.01% of the portfolio, ranked #133.

Matrix Private Capital Group first reported a position in ICLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $13.4K in Q1 2023. 475 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Matrix Private Capital Group held 450 shares of iShares Global Clean Energy ETF worth $9.22K as of Q2 2026.
Matrix Private Capital Group left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Matrix Private Capital Group's portfolio in Q2 2026, its #133 holding.
Matrix Private Capital Group first reported a position in iShares Global Clean Energy ETF in Q3 2022 and has held it in 16 quarters since.
Matrix Private Capital Group's iShares Global Clean Energy ETF position peaked at $13.4K in Q1 2023.
475 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Matrix Private Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.