McDonald Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

McDonald Partners’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	$122K	Buy	+5,960	New	+$124K	0.03%	256
2025 Q3	–	Sell	-10,284	Closed	-$135K	–	240
2025 Q2	$135K	Buy	+10,284	New	+$126K	0.03%	248
2022 Q3	–	Sell	-10,793	Closed	-$206K	–	244
2022 Q2	$206K	Buy	10,793 +260	+2%	+$5.07K	0.05%	278
2022 Q1	$227K	Buy	+10,533	New	+$206K	0.05%	284
2021 Q3	–	Sell	-8,983	Closed	-$211K	–	302
2021 Q2	$211K	Hold	8,983	–	–	0.05%	288
2021 Q1	$218K	Buy	8,983 +760	+9%	+$21.3K	0.06%	269
2020 Q4	$232K	Buy	+8,223	New	+$185K	0.07%	249

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

McDonald Partners's ICLN Position: Q2 2026 in Review

McDonald Partners opened a new position in iShares Global Clean Energy ETF (ICLN) in Q2 2026: 5,960 shares worth $122K. The stake represents 0.03% of the portfolio and ranks #256 among its holdings. This is a return to the name: McDonald Partners previously reported a position in ICLN as recently as Q2 2025.

McDonald Partners first reported a position in ICLN in Q4 2020 and has held it in 7 quarters since. The position peaked at $232K in Q4 2020. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

McDonald Partners held 5,960 shares of iShares Global Clean Energy ETF worth $122K as of Q2 2026.
iShares Global Clean Energy ETF was a new McDonald Partners position in Q2 2026.
iShares Global Clean Energy ETF made up 0.03% of McDonald Partners's portfolio in Q2 2026, its #256 holding.
McDonald Partners first reported a position in iShares Global Clean Energy ETF in Q4 2020 and has held it in 7 quarters since.
McDonald Partners's iShares Global Clean Energy ETF position peaked at $232K in Q4 2020.
474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.