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

&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	$236K	Buy	16,001 +5,052	+46%	+$105K	﹤0.01%	2286
2026 Q1	$200K	Sell	10,949 -4,784	-30%	-$87.1K	﹤0.01%	2249
2025 Q4	$258K	Buy	+15,733	New	+$262K	﹤0.01%	2004
2025 Q3	–	Sell	-12,276	Closed	-$161K	–	2152
2025 Q2	$161K	Buy	+12,276	New	+$151K	﹤0.01%	1870

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

&Partners's ICLN Position: Q2 2026 in Review

&Partners increased its iShares Global Clean Energy ETF (ICLN) stake by 46% in Q2 2026, buying an estimated $105K and bringing the position to 16,001 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #2286.

&Partners first reported a position in ICLN in Q2 2025 and has held it in 4 quarters since. The position peaked at $258K in Q4 2025. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

&Partners held 16,001 shares of iShares Global Clean Energy ETF worth $236K as of Q2 2026.
&Partners bought 5,052 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $105K.
iShares Global Clean Energy ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2286 holding.
&Partners first reported a position in iShares Global Clean Energy ETF in Q2 2025 and has held it in 4 quarters since.
&Partners's iShares Global Clean Energy ETF position peaked at $258K in Q4 2025.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.