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Mount Yale Investment Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Mount Yale Investment Advisors’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 		$237K Buy
+11,564
New +$240K ﹤0.01% 1083
2025
Q3 		– Sell
-2,257
Closed -$29.6K – 1096
2025
Q2 		$29.6K Buy
+2,257
New +$27.7K ﹤0.01% 957

Other funds holding ICLN

APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
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 22.9% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Mount Yale Investment Advisors's ICLN Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares Global Clean Energy ETF (ICLN) in Q2 2026: 11,564 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #1083 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in ICLN as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in ICLN in Q2 2025 and has held it in 2 quarters since. 479 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Mount Yale Investment Advisors held 11,564 shares of iShares Global Clean Energy ETF worth $237K as of Q2 2026.
  • iShares Global Clean Energy ETF was a new Mount Yale Investment Advisors position in Q2 2026.
  • iShares Global Clean Energy ETF made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1083 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Global Clean Energy ETF in Q2 2025 and has held it in 2 quarters since.
  • 479 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.