National Philanthropic Trust’s iShares Global Clean Energy ETF ICLN Stock Holding History

National Philanthropic 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	$446K	Sell	21,754 -496	-2%	-$10.3K	0.01%	314
2026 Q1	$407K	Sell	22,250 -1,343	-6%	-$24.5K	﹤0.01%	294
2025 Q4	$388K	Buy	23,593 +1,407	+6%	+$23.5K	﹤0.01%	300
2025 Q3	$343K	Buy	22,186 +2,091	+10%	+$29.6K	﹤0.01%	252
2025 Q2	$263K	Buy	+20,095	New	+$246K	﹤0.01%	257
2024 Q3	–	Sell	-10,499	Closed	-$140K	–	260
2024 Q2	$140K	Buy	+10,499	New	+$147K	﹤0.01%	246

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

National Philanthropic Trust's ICLN Position: Q2 2026 in Review

National Philanthropic Trust reduced its iShares Global Clean Energy ETF (ICLN) stake by 2.2% in Q2 2026, selling an estimated $10.3K and leaving 21,754 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #314.

National Philanthropic Trust first reported a position in ICLN in Q2 2024 and has held it in 6 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

National Philanthropic Trust held 21,754 shares of iShares Global Clean Energy ETF worth $446K as of Q2 2026.
National Philanthropic Trust sold 496 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $10.3K.
iShares Global Clean Energy ETF made up 0.01% of National Philanthropic Trust's portfolio in Q2 2026, its #314 holding.
National Philanthropic Trust first reported a position in iShares Global Clean Energy ETF in Q2 2024 and has held it in 6 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.