MV Capital Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

MV Capital 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	$5.41K	Hold	264	–	–	﹤0.01%	630
2026 Q1	$4.83K	Hold	264	–	–	﹤0.01%	628
2025 Q4	$4.34K	Hold	264	–	–	﹤0.01%	625
2025 Q3	$4.09K	Hold	264	–	–	﹤0.01%	628
2025 Q2	$3.46K	Hold	264	–	–	﹤0.01%	642
2025 Q1	$3.02K	Hold	264	–	–	﹤0.01%	659
2024 Q4	$3K	Hold	264	–	–	﹤0.01%	658
2024 Q3	$3.88K	Hold	264	–	–	﹤0.01%	651
2024 Q2	$3.52K	Hold	264	–	–	﹤0.01%	627
2024 Q1	$3.69K	Sell	264 -3,433	-93%	-$48.4K	﹤0.01%	629
2023 Q4	$57.6K	Hold	3,697	–	–	0.01%	282
2023 Q3	$54.1K	Sell	3,697 -306	-8%	-$5.13K	0.01%	278
2023 Q2	$73.7K	Sell	4,003 -7,385	-65%	-$139K	0.01%	241
2023 Q1	$225K	Buy	11,388 +292	+3%	+$5.79K	0.03%	142
2022 Q4	$220K	Buy	11,096 +377	+4%	+$7.41K	0.03%	126
2022 Q3	$205K	Sell	10,719 -1,329	-11%	-$28.3K	0.04%	120
2022 Q2	$230K	Sell	12,048 -4,465	-27%	-$87K	0.04%	123
2022 Q1	$355K	Sell	16,513 -4,404	-21%	-$86.2K	0.05%	112
2021 Q4	$443K	Sell	20,917 -1,337	-6%	-$30.8K	0.06%	104
2021 Q3	$482K	Sell	22,254 -4,665	-17%	-$106K	0.08%	99
2021 Q2	$632K	Sell	26,919 -1,417	-5%	-$32.3K	0.11%	87
2021 Q1	$689K	Buy	28,336 +1,943	+7%	+$54.4K	0.13%	84
2020 Q4	$745K	Buy	+26,393	New	+$593K	0.14%	77

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

MV Capital Management's ICLN Position: Q2 2026 in Review

MV Capital Management held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 264 shares worth $5.41K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

MV Capital Management first reported a position in ICLN in Q4 2020 and has held it in 23 quarters since. The position peaked at $745K in Q4 2020. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

MV Capital Management held 264 shares of iShares Global Clean Energy ETF worth $5.41K as of Q2 2026.
MV Capital Management left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #630 holding.
MV Capital Management first reported a position in iShares Global Clean Energy ETF in Q4 2020 and has held it in 23 quarters since.
MV Capital Management's iShares Global Clean Energy ETF position peaked at $745K in Q4 2020.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.