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Nvest Financial’s iShares Global Clean Energy ETF ICLN Stock Holding History

Nvest Financial’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 		$340K Buy
16,600
+24
+0.1% +$498 0.11% 119
2026
Q1 		$303K Hold
16,576
– – 0.11% 118
2025
Q4 		$272K Buy
16,576
+4,979
+43% +$83K 0.11% 116
2025
Q3 		$180K Sell
11,597
-3,961
-25% -$56.1K 0.1% 122
2025
Q2 		$204K Sell
15,558
-4,729
-23% -$58K 0.11% 106
2025
Q1 		$232K Sell
20,287
-803
-4% -$9.16K 0.12% 92
2024
Q4 		$240K Buy
+21,090
New +$267K 0.12% 103

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

Nvest Financial's ICLN Position: Q2 2026 in Review

Nvest Financial increased its iShares Global Clean Energy ETF (ICLN) stake by 0.14% in Q2 2026, buying an estimated $498 and bringing the position to 16,600 shares worth $340K. The position accounts for 0.11% of the portfolio, ranked #119.

Nvest Financial first reported a position in ICLN in Q4 2024 and has held it in 7 quarters since. 475 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Nvest Financial held 16,600 shares of iShares Global Clean Energy ETF worth $340K as of Q2 2026.
  • Nvest Financial bought 24 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $498.
  • iShares Global Clean Energy ETF made up 0.11% of Nvest Financial's portfolio in Q2 2026, its #119 holding.
  • Nvest Financial first reported a position in iShares Global Clean Energy ETF in Q4 2024 and has held it in 7 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.