Money Concepts Capital’s iShares Global Clean Energy ETF ICLN Stock Holding History

Money Concepts Capital’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	$270K	Buy	13,195 +620	+5%	+$12.9K	0.01%	542
2026 Q1	$230K	Buy	12,575 +650	+5%	+$11.8K	0.01%	516
2025 Q4	$196K	Buy	+11,925	New	+$199K	0.01%	508
2023 Q1	–	Sell	-10,513	Closed	-$209K	–	1626
2022 Q4	$209K	Buy	10,513 +233	+2%	+$4.58K	0.01%	659
2022 Q3	$196K	Sell	10,280 -242	-2%	-$5.16K	0.01%	429
2022 Q2	$203K	Sell	10,522 -5,926	-36%	-$116K	0.02%	411
2022 Q1	$354K	Buy	16,448 +2,715	+20%	+$53.1K	0.02%	532
2021 Q4	$291K	Buy	+13,733	New	+$316K	0.02%	415
2021 Q1	$36K	Buy	+1,500	New	+$42K	﹤0.01%	592

Other funds holding ICLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 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

Money Concepts Capital's ICLN Position: Q2 2026 in Review

Money Concepts Capital increased its iShares Global Clean Energy ETF (ICLN) stake by 4.9% in Q2 2026, buying an estimated $12.9K and bringing the position to 13,195 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #542.

Money Concepts Capital first reported a position in ICLN in Q1 2021 and has held it in 9 quarters since. The position peaked at $354K in Q1 2022. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Money Concepts Capital held 13,195 shares of iShares Global Clean Energy ETF worth $270K as of Q2 2026.
Money Concepts Capital bought 620 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $12.9K.
iShares Global Clean Energy ETF made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #542 holding.
Money Concepts Capital first reported a position in iShares Global Clean Energy ETF in Q1 2021 and has held it in 9 quarters since.
Money Concepts Capital's iShares Global Clean Energy ETF position peaked at $354K in Q1 2022.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.