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NewEdge Wealth’s iShares Global Clean Energy ETF ICLN Stock Holding History

NewEdge Wealth’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 		$295K Buy
14,399
+47
+0.3% +$975 ﹤0.01% 1044
2026
Q1 		$263K Sell
14,352
-1,100
-7% -$20K ﹤0.01% 1006
2025
Q4 		$254K Buy
15,452
+226
+1% +$3.77K ﹤0.01% 1083
2025
Q3 		$276K Hold
15,226
– – ﹤0.01% 896
2025
Q2 		$209K Buy
15,226
+1
+0% +$12 ﹤0.01% 919
2025
Q1 		$174K Sell
15,225
-100
-0.7% -$1.14K ﹤0.01% 904
2024
Q4 		$174K Sell
15,325
-376
-2% -$4.75K ﹤0.01% 890
2024
Q3 		$231K Buy
15,701
+3,165
+25% +$44.6K ﹤0.01% 799
2024
Q2 		$167K Hold
12,536
– – ﹤0.01% 734
2024
Q1 		$169K Sell
12,536
-2,930
-19% -$41.3K ﹤0.01% 778
2023
Q4 		$241K Sell
15,466
-9,090
-37% -$128K 0.01% 671
2023
Q3 		$359K Buy
24,556
+8,709
+55% +$146K 0.01% 510
2023
Q2 		$292K Sell
15,847
-2,586
-14% -$48.6K 0.01% 552
2023
Q1 		$365K Buy
18,433
+1,362
+8% +$27K 0.01% 468
2022
Q4 		$339K Buy
17,071
+2,628
+18% +$51.7K 0.01% 423
2022
Q3 		$276K Buy
14,443
+789
+6% +$16.8K 0.01% 442
2022
Q2 		$260K Buy
+13,654
New +$266K 0.01% 488

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 22.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

NewEdge Wealth's ICLN Position: Q2 2026 in Review

NewEdge Wealth increased its iShares Global Clean Energy ETF (ICLN) stake by 0.33% in Q2 2026, buying an estimated $975 and bringing the position to 14,399 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

NewEdge Wealth first reported a position in ICLN in Q2 2022 and has held it in 17 quarters since. The position peaked at $365K in Q1 2023. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • NewEdge Wealth held 14,399 shares of iShares Global Clean Energy ETF worth $295K as of Q2 2026.
  • NewEdge Wealth bought 47 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $975.
  • iShares Global Clean Energy ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1044 holding.
  • NewEdge Wealth first reported a position in iShares Global Clean Energy ETF in Q2 2022 and has held it in 17 quarters since.
  • NewEdge Wealth's iShares Global Clean Energy ETF position peaked at $365K in Q1 2023.
  • 474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.