Oakmont Advisory Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Oakmont Advisory Group’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	$12.1K	Buy	+592	New	+$12.3K	0.01%	300

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

Oakmont Advisory Group's ICLN Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in iShares Global Clean Energy ETF (ICLN) in Q2 2026: 592 shares worth $12.1K. The stake represents 0.01% of the portfolio and ranks #300 among its holdings.

469 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Oakmont Advisory Group held 592 shares of iShares Global Clean Energy ETF worth $12.1K as of Q2 2026.
iShares Global Clean Energy ETF was a new Oakmont Advisory Group position in Q2 2026.
iShares Global Clean Energy ETF made up 0.01% of Oakmont Advisory Group's portfolio in Q2 2026, its #300 holding.
469 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.