Moller Wealth Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

Moller Wealth Partners’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	$1.45M	Sell	70,924 -4,957	-7%	-$103K	0.26%	33
2026 Q1	$1.39M	Sell	75,881 -154	-0.2%	-$2.8K	0.27%	30
2025 Q4	$1.25M	Sell	76,035 -6,118	-7%	-$102K	0.26%	32
2025 Q3	$1.27M	Sell	82,153 -2,127	-3%	-$30.1K	0.27%	32
2025 Q2	$1.1M	Buy	84,280 +3,348	+4%	+$41.1K	0.24%	33
2025 Q1	$924K	Sell	80,932 -17,397	-18%	-$198K	0.23%	34
2024 Q4	$1.12M	Buy	98,329 +9,373	+11%	+$119K	0.29%	32
2024 Q3	$1.31M	Buy	88,956 +10,341	+13%	+$146K	0.33%	31
2024 Q2	$1.05M	Buy	78,615 +390	+0.5%	+$5.46K	0.28%	32
2024 Q1	$1.09M	Buy	78,225 +3,853	+5%	+$54.3K	0.3%	31
2023 Q4	$1.16M	Buy	74,372 +19,128	+35%	+$269K	0.33%	30
2023 Q3	$808K	Buy	55,244 +11,553	+26%	+$194K	0.26%	32
2023 Q2	$804K	Sell	43,691 -7,878	-15%	-$148K	0.25%	34
2023 Q1	$1.02M	Buy	51,569 +1,138	+2%	+$22.5K	0.31%	29
2022 Q4	$1M	Buy	50,431 +10,172	+25%	+$200K	0.32%	29
2022 Q3	$769K	Sell	40,259 -3,976	-9%	-$84.7K	0.28%	31
2022 Q2	$843K	Sell	44,235 -2,000	-4%	-$39K	0.29%	31
2022 Q1	$995K	Sell	46,235 -2,723	-6%	-$53.3K	0.31%	30
2021 Q4	$1.04M	Buy	48,958 +499	+1%	+$11.5K	0.33%	29
2021 Q3	$1.05M	Buy	48,459 +5,422	+13%	+$124K	0.35%	28
2021 Q2	$1.01M	Buy	43,037 +4,844	+13%	+$111K	0.33%	29
2021 Q1	$928K	Buy	38,193 +18,894	+98%	+$529K	0.32%	29
2020 Q4	$545K	Buy	+19,299	New	+$434K	0.23%	37
2019 Q2	–	Sell	-10,556	Closed	-$93K	–	55
2019 Q1	$93K	Hold	10,556	–	–	0.04%	54
2018 Q4	$93K	Buy	+10,556	New	+$89.7K	0.06%	60

Other funds holding ICLN

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

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

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

WGS

Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WFG

Wormser Freres Gestion Paris, France $177M AUM 13.84% 1-Year Est. Return

Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Moller Wealth Partners's ICLN Position: Q2 2026 in Review

Moller Wealth Partners reduced its iShares Global Clean Energy ETF (ICLN) stake by 6.5% in Q2 2026, selling an estimated $103K and leaving 70,924 shares worth $1.45M. The position accounts for 0.26% of the portfolio, ranked #33.

Moller Wealth Partners first reported a position in ICLN in Q4 2018 and has held it in 25 quarters since. 70 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Moller Wealth Partners held 70,924 shares of iShares Global Clean Energy ETF worth $1.45M as of Q2 2026.
Moller Wealth Partners sold 4,957 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $103K.
iShares Global Clean Energy ETF made up 0.26% of Moller Wealth Partners's portfolio in Q2 2026, its #33 holding.
Moller Wealth Partners first reported a position in iShares Global Clean Energy ETF in Q4 2018 and has held it in 25 quarters since.
70 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.