Navalign LLC’s iShares Global Clean Energy ETF ICLN Stock Holding History

Navalign LLC’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	–	Sell	-10,823	Closed	-$198K	–	134
2026 Q1	$198K	Sell	10,823 -562	-5%	-$10.2K	0.05%	124
2025 Q4	$187K	Buy	11,385 +122	+1%	+$2.03K	0.05%	124
2025 Q3	$174K	Buy	+11,263	New	+$159K	0.05%	119
2021 Q4	–	Sell	-11,356	Closed	-$246K	–	123
2021 Q3	$246K	Buy	11,356 +600	+6%	+$13.7K	0.1%	116
2021 Q2	$252K	Hold	10,756	–	–	0.11%	116
2021 Q1	$261K	Buy	+10,756	New	+$301K	0.12%	115

Other funds holding ICLN

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 22.9% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Navalign LLC's ICLN Position: Q2 2026 in Review

Navalign LLC sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2026, closing a stake of 10,823 shares — an estimated $198K sold.

Navalign LLC first reported a position in ICLN in Q1 2021 and held it in 6 quarters. The position peaked at $261K in Q1 2021. 479 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Navalign LLC reported no remaining iShares Global Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
Navalign LLC sold 10,823 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $198K.
Navalign LLC first reported a position in iShares Global Clean Energy ETF in Q1 2021 and held it in 6 quarters.
Navalign LLC's iShares Global Clean Energy ETF position peaked at $261K in Q1 2021.
479 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Navalign LLC's 13F filing for Q2 2026, filed 28 Jul 2026.