Phillips Financial Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Phillips Financial 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	–	Sell	-1,925	Closed	-$35.2K	–	300
2026 Q1	$35.2K	Hold	1,925	–	–	﹤0.01%	245
2025 Q4	$31.6K	Hold	1,925	–	–	﹤0.01%	261
2025 Q3	$29.8K	Hold	1,925	–	–	﹤0.01%	268
2025 Q2	$25.2K	Hold	1,925	–	–	﹤0.01%	242
2025 Q1	$22K	Hold	1,925	–	–	﹤0.01%	236
2024 Q4	$21.9K	Hold	1,925	–	–	﹤0.01%	229
2024 Q3	$28.3K	Buy	+1,925	New	+$27.1K	﹤0.01%	230
2023 Q1	–	Sell	-247	Closed	-$4.9K	–	238
2022 Q4	$4.9K	Hold	247	–	–	﹤0.01%	218
2022 Q3	$5K	Buy	+247	New	+$5.26K	﹤0.01%	213

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

Phillips Financial Management's ICLN Position: Q2 2026 in Review

Phillips Financial Management sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2026, closing a stake of 1,925 shares — an estimated $35.2K sold.

Phillips Financial Management first reported a position in ICLN in Q3 2022 and held it in 9 quarters. The position peaked at $35.2K in Q1 2026. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Phillips Financial Management reported no remaining iShares Global Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
Phillips Financial Management sold 1,925 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $35.2K.
Phillips Financial Management first reported a position in iShares Global Clean Energy ETF in Q3 2022 and held it in 9 quarters.
Phillips Financial Management's iShares Global Clean Energy ETF position peaked at $35.2K in Q1 2026.
474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.