Palisades Hudson Asset Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Palisades Hudson Asset Management’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	$1.17M	Buy	57,102 +7,123	+14%	+$148K	0.41%	34
2026 Q1	$914K	Buy	49,979 +2,137	+4%	+$38.9K	0.36%	37
2025 Q4	$786K	Buy	47,842 +15,787	+49%	+$263K	0.3%	42
2025 Q3	$496K	Buy	32,055 +757	+2%	+$10.7K	0.18%	59
2025 Q2	$410K	Sell	31,298 -44,314	-59%	-$543K	0.16%	63
2025 Q1	$863K	Buy	75,612 +1,726	+2%	+$19.7K	0.39%	35
2024 Q4	$841K	Buy	73,886 +8,915	+14%	+$113K	0.35%	38
2024 Q3	$954K	Buy	64,971 +3,298	+5%	+$46.5K	0.4%	35
2024 Q2	$821K	Buy	61,673 +396	+0.6%	+$5.55K	0.38%	35
2024 Q1	$857K	Buy	61,277 +10,368	+20%	+$146K	0.39%	35
2023 Q4	$793K	Buy	50,909 +8,346	+20%	+$117K	0.38%	36
2023 Q3	$622K	Buy	42,563 +730	+2%	+$12.3K	0.34%	37
2023 Q2	$770K	Buy	41,833 +2,291	+6%	+$43.1K	0.4%	33
2023 Q1	$782K	Buy	39,542 +955	+2%	+$18.9K	0.42%	31
2022 Q4	$766K	Buy	38,587 +741	+2%	+$14.6K	0.42%	27
2022 Q3	$722K	Sell	37,846 -4,524	-11%	-$96.4K	0.44%	27
2022 Q2	$807K	Buy	42,370 +316	+0.8%	+$6.16K	0.45%	29
2022 Q1	$905K	Sell	42,054 -206	-0.5%	-$4.03K	0.42%	30
2021 Q4	$895K	Buy	42,260 +2,326	+6%	+$53.5K	0.38%	33
2021 Q3	$865K	Buy	39,934 +1,602	+4%	+$36.5K	0.4%	31
2021 Q2	$899K	Sell	38,332 -5,318	-12%	-$121K	0.4%	31
2021 Q1	$1.06M	Sell	43,650 -12,390	-22%	-$347K	0.5%	26
2020 Q4	$1.58M	Sell	56,040 -10,203	-15%	-$229K	0.82%	19
2020 Q3	$1.23M	Hold	66,243	–	–	0.79%	20
2020 Q2	$829K	Buy	66,243 +3,169	+5%	+$35.7K	0.57%	27
2020 Q1	$602K	Buy	+63,074	New	+$747K	0.51%	27
2018 Q4	–	Sell	-30,524	Closed	-$263K	–	111
2018 Q3	$263K	Hold	30,524	–	–	0.14%	97
2018 Q2	$266K	Buy	+30,524	New	+$292K	0.14%	92

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

Palisades Hudson Asset Management's ICLN Position: Q2 2026 in Review

Palisades Hudson Asset Management increased its iShares Global Clean Energy ETF (ICLN) stake by 14% in Q2 2026, buying an estimated $148K and bringing the position to 57,102 shares worth $1.17M. The position accounts for 0.41% of the portfolio, ranked #34.

Palisades Hudson Asset Management first reported a position in ICLN in Q2 2018 and has held it in 28 quarters since. The position peaked at $1.58M in Q4 2020. 476 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Palisades Hudson Asset Management held 57,102 shares of iShares Global Clean Energy ETF worth $1.17M as of Q2 2026.
Palisades Hudson Asset Management bought 7,123 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $148K.
iShares Global Clean Energy ETF made up 0.41% of Palisades Hudson Asset Management's portfolio in Q2 2026, its #34 holding.
Palisades Hudson Asset Management first reported a position in iShares Global Clean Energy ETF in Q2 2018 and has held it in 28 quarters since.
Palisades Hudson Asset Management's iShares Global Clean Energy ETF position peaked at $1.58M in Q4 2020.
476 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.