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

Meridian 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 		$401K Sell
19,557
-502
-3% -$10.4K 0.05% 155
2026
Q1 		$367K Sell
20,059
-298
-1% -$5.43K 0.05% 152
2025
Q4 		$334K Buy
20,357
+2,450
+14% +$40.8K 0.05% 144
2025
Q3 		$277K Hold
17,907
– – 0.04% 155
2025
Q2 		$235K Hold
17,907
– – 0.04% 166
2025
Q1 		$204K Sell
17,907
-2,167
-11% -$24.7K 0.03% 163
2024
Q4 		$228K Sell
20,074
-1,114
-5% -$14.1K 0.04% 166
2024
Q3 		$311K Hold
21,188
– – 0.05% 144
2024
Q2 		$282K Buy
21,188
+3
+0% +$42 0.05% 151
2024
Q1 		$296K Hold
21,185
– – 0.06% 148
2023
Q4 		$330K Sell
21,185
-616
-3% -$8.66K 0.07% 138
2023
Q3 		$319K Hold
21,801
– – 0.08% 133
2023
Q2 		$401K Buy
21,801
+2
+0% +$38 0.1% 121
2023
Q1 		$431K Buy
21,799
+1,443
+7% +$28.6K 0.11% 123
2022
Q4 		$404K Sell
20,356
-5,442
-21% -$107K 0.1% 126
2022
Q3 		$492K Hold
25,798
– – 0.14% 112
2022
Q2 		$491K Sell
25,798
-1,739
-6% -$33.9K 0.13% 118
2022
Q1 		$593K Sell
27,537
-8,719
-24% -$171K 0.14% 118
2021
Q4 		$768K Buy
36,256
+6,242
+21% +$144K 0.19% 98
2021
Q3 		$650K Hold
30,014
– – 0.18% 100
2021
Q2 		$704K Buy
30,014
+1,446
+5% +$33K 0.2% 95
2021
Q1 		$694K Sell
28,568
-6,200
-18% -$173K 0.23% 85
2020
Q4 		$982K Buy
34,768
+4,625
+15% +$104K 0.36% 62
2020
Q3 		$557K Sell
30,143
-2,500
-8% -$39.1K 0.24% 91
2020
Q2 		$409K Buy
32,643
+3,500
+12% +$39.4K 0.19% 106
2020
Q1 		$278K Buy
29,143
+1,000
+4% +$11.8K 0.15% 108
2019
Q4 		$331K Hold
28,143
– – 0.13% 124
2019
Q3 		$307K Buy
+28,143
New +$306K 0.13% 118

Other funds holding ICLN

APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
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
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

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

Meridian Wealth Advisors reduced its iShares Global Clean Energy ETF (ICLN) stake by 2.5% in Q2 2026, selling an estimated $10.4K and leaving 19,557 shares worth $401K. The position accounts for 0.05% of the portfolio, ranked #155.

Meridian Wealth Advisors first reported a position in ICLN in Q3 2019 and has held it in 28 quarters since. The position peaked at $982K in Q4 2020. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Meridian Wealth Advisors held 19,557 shares of iShares Global Clean Energy ETF worth $401K as of Q2 2026.
  • Meridian Wealth Advisors sold 502 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $10.4K.
  • iShares Global Clean Energy ETF made up 0.05% of Meridian Wealth Advisors's portfolio in Q2 2026, its #155 holding.
  • Meridian Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q3 2019 and has held it in 28 quarters since.
  • Meridian Wealth Advisors's iShares Global Clean Energy ETF position peaked at $982K in Q4 2020.
  • 474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

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