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

Oxford Financial 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	$340K	Hold	16,601	–	–	0.02%	188
2026 Q1	$304K	Hold	16,601	–	–	0.02%	211
2025 Q4	$273K	Hold	16,601	–	–	0.02%	199
2025 Q3	$257K	Hold	16,601	–	–	0.01%	198
2025 Q2	$218K	Buy	16,601 +636	+4%	+$7.8K	0.01%	200
2025 Q1	$182K	Sell	15,965 -15,965	-50%	-$182K	0.01%	213
2024 Q4	$363K	Hold	31,930	–	–	0.02%	187
2024 Q3	$469K	Hold	31,930	–	–	0.03%	150
2024 Q2	$425K	Sell	31,930 -6,300	-16%	-$88.2K	0.03%	171
2024 Q1	$534K	Sell	38,230 -37	-0.1%	-$521	0.04%	126
2023 Q4	$596K	Buy	38,267 +37	+0.1%	+$520	0.04%	118
2023 Q3	$559K	Hold	38,230	–	–	0.05%	114
2023 Q2	$703K	Buy	38,230 +31,930	+507%	+$600K	0.07%	101
2023 Q1	$125K	Sell	6,300 -3	-0%	-$59	0.01%	196
2022 Q4	$125K	Hold	6,303	–	–	0.01%	193
2022 Q3	$120K	Hold	6,303	–	–	0.02%	176
2022 Q2	$120K	Buy	+6,303	New	+$123K	0.02%	194

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

Oxford Financial Group's ICLN Position: Q2 2026 in Review

Oxford Financial Group held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 16,601 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #188.

Oxford Financial Group first reported a position in ICLN in Q2 2022 and has held it in 17 quarters since. The position peaked at $703K in Q2 2023. 477 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Oxford Financial Group held 16,601 shares of iShares Global Clean Energy ETF worth $340K as of Q2 2026.
Oxford Financial Group left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up 0.02% of Oxford Financial Group's portfolio in Q2 2026, its #188 holding.
Oxford Financial Group first reported a position in iShares Global Clean Energy ETF in Q2 2022 and has held it in 17 quarters since.
Oxford Financial Group's iShares Global Clean Energy ETF position peaked at $703K in Q2 2023.
477 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.