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Merit Financial Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Merit Financial 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 		$1.18M Buy
57,740
+17,979
+45% +$373K 0.01% 997
2026
Q1 		$727K Sell
39,761
-9,761
-20% -$178K 0.01% 1148
2025
Q4 		$814K Sell
49,522
-68
-0.1% -$1.13K 0.01% 1036
2025
Q3 		$768K Sell
49,590
-6,011
-11% -$85.1K 0.01% 971
2025
Q2 		$729K Sell
55,601
-2,817
-5% -$34.5K 0.01% 928
2025
Q1 		$667K Sell
58,418
-15,323
-21% -$175K 0.01% 814
2024
Q4 		$839K Buy
73,741
+3,479
+5% +$44K 0.02% 551
2024
Q3 		$1.03M Sell
70,262
-6,678
-9% -$94.1K 0.02% 420
2024
Q2 		$1.02M Buy
76,940
+786
+1% +$11K 0.02% 403
2024
Q1 		$1.05M Buy
76,154
+12,408
+19% +$175K 0.03% 390
2023
Q4 		$993K Buy
63,746
+2,321
+4% +$32.6K 0.03% 319
2023
Q3 		$898K Buy
61,425
+2,434
+4% +$40.8K 0.03% 345
2023
Q2 		$1.09M Buy
58,991
+6,622
+13% +$125K 0.04% 324
2023
Q1 		$1.04M Buy
52,369
+2,057
+4% +$40.8K 0.04% 286
2022
Q4 		$999K Buy
50,312
+2,080
+4% +$40.9K 0.04% 298
2022
Q3 		$921K Sell
48,232
-399
-0.8% -$8.5K 0.04% 258
2022
Q2 		$926K Buy
48,631
+8,440
+21% +$165K 0.03% 271
2022
Q1 		$865K Buy
40,191
+5,974
+17% +$117K 0.05% 167
2021
Q4 		$724K Buy
34,217
+3,387
+11% +$77.9K 0.07% 134
2021
Q3 		$667K Sell
30,830
-438
-1% -$9.98K 0.07% 136
2021
Q2 		$734K Sell
31,268
-16,501
-35% -$377K 0.07% 124
2021
Q1 		$1.16M Sell
47,769
-32,043
-40% -$896K 0.12% 85
2020
Q4 		$2.25M Buy
79,812
+15,312
+24% +$344K 0.22% 39
2020
Q3 		$1.19M Buy
64,500
+51,680
+403% +$808K 0.11% 72
2020
Q2 		$161K Hold
12,820
– – 0.02% 207
2020
Q1 		$122K Hold
12,820
– – 0.01% 211
2019
Q4 		$151K Buy
+12,820
New +$141K 0.01% 226

Other funds holding ICLN

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
PWM
Parkway Wealth Management Plano, Texas $866M AUM

Merit Financial Group's ICLN Position: Q2 2026 in Review

Merit Financial Group increased its iShares Global Clean Energy ETF (ICLN) stake by 45% in Q2 2026, buying an estimated $373K and bringing the position to 57,740 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #997.

Merit Financial Group first reported a position in ICLN in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.25M in Q4 2020. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Merit Financial Group held 57,740 shares of iShares Global Clean Energy ETF worth $1.18M as of Q2 2026.
  • Merit Financial Group bought 17,979 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $373K.
  • iShares Global Clean Energy ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #997 holding.
  • Merit Financial Group first reported a position in iShares Global Clean Energy ETF in Q4 2019 and has held it in 27 quarters since.
  • Merit Financial Group's iShares Global Clean Energy ETF position peaked at $2.25M in Q4 2020.
  • 471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.