MJT & Associates Financial Advisory’s iShares Global Clean Energy ETF ICLN Stock Holding History

MJT & Associates Financial Advisory’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	$46.3K	Sell	2,258 -116	-5%	-$2.4K	0.03%	85
2026 Q1	$43.4K	Hold	2,374	–	–	0.03%	88
2025 Q4	$39K	Hold	2,374	–	–	0.03%	94
2025 Q3	$36.8K	Buy	2,374 +723	+44%	+$10.2K	0.03%	93
2025 Q2	$21.6K	Sell	1,651 -716	-30%	-$8.78K	0.03%	141
2025 Q1	$27K	Buy	+2,367	New	+$27K	0.03%	132

Other funds holding ICLN

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

MJT & Associates Financial Advisory's ICLN Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its iShares Global Clean Energy ETF (ICLN) stake by 4.9% in Q2 2026, selling an estimated $2.4K and leaving 2,258 shares worth $46.3K. The position accounts for 0.03% of the portfolio, ranked #85.

MJT & Associates Financial Advisory first reported a position in ICLN in Q1 2025 and has held it in 6 quarters since. 121 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

MJT & Associates Financial Advisory held 2,258 shares of iShares Global Clean Energy ETF worth $46.3K as of Q2 2026.
MJT & Associates Financial Advisory sold 116 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $2.4K.
iShares Global Clean Energy ETF made up 0.03% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #85 holding.
MJT & Associates Financial Advisory first reported a position in iShares Global Clean Energy ETF in Q1 2025 and has held it in 6 quarters since.
121 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.