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Montecito Bank & Trust’s iShares Global Clean Energy ETF ICLN Stock Holding History

Montecito Bank & Trust’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 		$228K Hold
11,149
– – 0.03% 255
2026
Q1 		$204K Hold
11,149
– – 0.03% 262
2025
Q4 		$183K Sell
11,149
-2,000
-15% -$33.3K 0.03% 264
2025
Q3 		$204K Buy
+13,149
New +$186K 0.03% 273
2025
Q1 		$150K Sell
13,149
-8,855
-40% -$101K 0.03% 277
2024
Q4 		$250K Hold
22,004
– – 0.04% 257
2024
Q3 		$323K Hold
22,004
– – 0.06% 239
2024
Q2 		$293K Hold
22,004
– – 0.06% 226
2024
Q1 		$308K Sell
22,004
-3,267
-13% -$46K 0.06% 231
2023
Q4 		$393K Sell
25,271
-8,400
-25% -$118K 0.08% 188
2023
Q3 		$492K Sell
33,671
-15,206
-31% -$255K 0.12% 167
2023
Q2 		$899K Sell
48,877
-1,560
-3% -$29.3K 0.2% 124
2023
Q1 		$998K Sell
50,437
-11,912
-19% -$236K 0.24% 108
2022
Q4 		$1.24M Sell
62,349
-200
-0.3% -$3.93K 0.3% 85
2022
Q3 		$1.19M Sell
62,549
-5,454
-8% -$116K 0.31% 79
2022
Q2 		$1.29M Buy
68,003
+1,347
+2% +$26.3K 0.31% 80
2022
Q1 		$1.43M Buy
66,656
+11,987
+22% +$235K 0.27% 86
2021
Q4 		$1.16M Buy
54,669
+18,852
+53% +$434K 0.21% 113
2021
Q3 		$775K Sell
35,817
-30,351
-46% -$692K 0.15% 135
2021
Q2 		$1.55M Sell
66,168
-11,783
-15% -$269K 0.3% 80
2021
Q1 		$1.89M Buy
+77,951
New +$2.18M 0.39% 65

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
CA
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
MWP
Moller Wealth Partners $553M AUM 19.85% 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
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

Montecito Bank & Trust's ICLN Position: Q2 2026 in Review

Montecito Bank & Trust held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 11,149 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #255.

Montecito Bank & Trust first reported a position in ICLN in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.89M in Q1 2021. 70 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Montecito Bank & Trust held 11,149 shares of iShares Global Clean Energy ETF worth $228K as of Q2 2026.
  • Montecito Bank & Trust left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
  • iShares Global Clean Energy ETF made up 0.03% of Montecito Bank & Trust's portfolio in Q2 2026, its #255 holding.
  • Montecito Bank & Trust first reported a position in iShares Global Clean Energy ETF in Q1 2021 and has held it in 21 quarters since.
  • Montecito Bank & Trust's iShares Global Clean Energy ETF position peaked at $1.89M in Q1 2021.
  • 70 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.