MWM
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Modern Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Modern Wealth Management’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 		$426K Buy
20,808
+7,722
+59% +$160K 0.01% 760
2026
Q1 		$239K Buy
+13,086
New +$238K ﹤0.01% 782

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

Modern Wealth Management's ICLN Position: Q2 2026 in Review

Modern Wealth Management increased its iShares Global Clean Energy ETF (ICLN) stake by 59% in Q2 2026, buying an estimated $160K and bringing the position to 20,808 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #760.

Modern Wealth Management first reported a position in ICLN in Q1 2026 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Modern Wealth Management held 20,808 shares of iShares Global Clean Energy ETF worth $426K as of Q2 2026.
  • Modern Wealth Management bought 7,722 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $160K.
  • iShares Global Clean Energy ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #760 holding.
  • Modern Wealth Management first reported a position in iShares Global Clean Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

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