Medallion Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Medallion Wealth Advisors’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	$10.6K	Sell	515 -515	-50%	-$10.7K	﹤0.01%	733
2026 Q1	$18.8K	Hold	1,030	–	–	0.01%	660
2025 Q4	$16.9K	Sell	1,030 -522	-34%	-$8.7K	0.01%	668
2025 Q3	$24K	Hold	1,552	–	–	0.01%	602
2025 Q2	$20.5K	Sell	1,552 -113	-7%	-$1.39K	0.01%	618
2025 Q1	$19.1K	Hold	1,665	–	–	0.01%	579
2024 Q4	$18.9K	Buy	+1,665	New	+$21.1K	0.01%	564

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

Medallion Wealth Advisors's ICLN Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its iShares Global Clean Energy ETF (ICLN) stake by 50% in Q2 2026, selling an estimated $10.7K and leaving 515 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Medallion Wealth Advisors first reported a position in ICLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $24K in Q3 2025. 478 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Medallion Wealth Advisors held 515 shares of iShares Global Clean Energy ETF worth $10.6K as of Q2 2026.
Medallion Wealth Advisors sold 515 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $10.7K.
iShares Global Clean Energy ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #733 holding.
Medallion Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's iShares Global Clean Energy ETF position peaked at $24K in Q3 2025.
478 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.