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

Olistico 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	$49.5K	Buy	2,418 +6	+0.2%	+$124	0.02%	168
2026 Q1	$44.1K	Hold	2,412	–	–	0.02%	169
2025 Q4	$39.6K	Buy	+2,412	New	+$40.2K	0.02%	175
2025 Q3	–	Sell	-2,393	Closed	-$31.4K	–	200
2025 Q2	$31.4K	Buy	2,393 +27	+1%	+$331	0.02%	198
2025 Q1	$27K	Sell	2,366 -1	-0%	-$11	0.02%	196
2024 Q4	$26.9K	Buy	2,367 +24	+1%	+$304	0.02%	195
2024 Q3	$34.4K	Hold	2,343	–	–	0.02%	183
2024 Q2	$31.2K	Buy	+2,343	New	+$32.8K	0.02%	184

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 22.96% 1-Year Est. Return

MIH

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

Olistico Wealth's ICLN Position: Q2 2026 in Review

Olistico Wealth increased its iShares Global Clean Energy ETF (ICLN) stake by 0.25% in Q2 2026, buying an estimated $124 and bringing the position to 2,418 shares worth $49.5K. The position accounts for 0.02% of the portfolio, ranked #168.

Olistico Wealth first reported a position in ICLN in Q2 2024 and has held it in 8 quarters since. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Olistico Wealth held 2,418 shares of iShares Global Clean Energy ETF worth $49.5K as of Q2 2026.
Olistico Wealth bought 6 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $124.
iShares Global Clean Energy ETF made up 0.02% of Olistico Wealth's portfolio in Q2 2026, its #168 holding.
Olistico Wealth first reported a position in iShares Global Clean Energy ETF in Q2 2024 and has held it in 8 quarters since.
474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.