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

Obermeyer Wealth Partners’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	$405K	Sell	19,783 -415	-2%	-$8.61K	0.02%	204
2026 Q1	$369K	Hold	20,198	–	–	0.02%	203
2025 Q4	$332K	Hold	20,198	–	–	0.02%	224
2025 Q3	$313K	Sell	20,198 -222	-1%	-$3.14K	0.01%	227
2025 Q2	$268K	Hold	20,420	–	–	0.01%	232
2025 Q1	$233K	Buy	20,420 +941	+5%	+$10.7K	0.01%	234
2024 Q4	$222K	Sell	19,479 -4,291	-18%	-$54.3K	0.01%	237
2024 Q3	$349K	Hold	23,770	–	–	0.02%	189
2024 Q2	$317K	Hold	23,770	–	–	0.02%	191
2024 Q1	$332K	Hold	23,770	–	–	0.02%	185
2023 Q4	$370K	Hold	23,770	–	–	0.03%	144
2023 Q3	$348K	Buy	23,770 +550	+2%	+$9.23K	0.03%	139
2023 Q2	$427K	Buy	23,220 +7,072	+44%	+$133K	0.03%	128
2023 Q1	$330K	Buy	+16,148	New	+$320K	0.02%	146

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

Obermeyer Wealth Partners's ICLN Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its iShares Global Clean Energy ETF (ICLN) stake by 2.1% in Q2 2026, selling an estimated $8.61K and leaving 19,783 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #204.

Obermeyer Wealth Partners first reported a position in ICLN in Q1 2023 and has held it in 14 quarters since. The position peaked at $427K in Q2 2023. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Obermeyer Wealth Partners held 19,783 shares of iShares Global Clean Energy ETF worth $405K as of Q2 2026.
Obermeyer Wealth Partners sold 415 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $8.61K.
iShares Global Clean Energy ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #204 holding.
Obermeyer Wealth Partners first reported a position in iShares Global Clean Energy ETF in Q1 2023 and has held it in 14 quarters since.
Obermeyer Wealth Partners's iShares Global Clean Energy ETF position peaked at $427K in Q2 2023.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.