Pine Haven Investment Counsel’s iShares Global Clean Energy ETF ICLN Stock Holding History

Pine Haven Investment Counsel’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	$219K	Hold	10,685	–	–	0.15%	112
2026 Q1	$195K	Hold	10,685	–	–	0.14%	114
2025 Q4	$176K	Sell	10,685 -1,000	-9%	-$16.7K	0.12%	116
2025 Q3	$181K	Hold	11,685	–	–	0.13%	117
2025 Q2	$153K	Buy	11,685 +170	+1%	+$2.08K	0.12%	111
2025 Q1	$132K	Sell	11,515 -175	-1%	-$2K	0.11%	113
2024 Q4	$133K	Buy	11,690 +900	+8%	+$11.4K	0.11%	107
2024 Q3	$159K	Sell	10,790 -500	-4%	-$7.04K	0.13%	111
2024 Q2	$150K	Sell	11,290 -100	-0.9%	-$1.4K	0.13%	107
2024 Q1	$159K	Buy	11,390 +825	+8%	+$11.6K	0.14%	106
2023 Q4	$164K	Hold	10,565	–	–	0.15%	104
2023 Q3	$154K	Buy	+10,565	New	+$177K	0.16%	100

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

Pine Haven Investment Counsel's ICLN Position: Q2 2026 in Review

Pine Haven Investment Counsel held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 10,685 shares worth $219K. The position accounts for 0.15% of the portfolio, ranked #112.

Pine Haven Investment Counsel first reported a position in ICLN in Q3 2023 and has held it in 12 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Pine Haven Investment Counsel held 10,685 shares of iShares Global Clean Energy ETF worth $219K as of Q2 2026.
Pine Haven Investment Counsel left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up 0.15% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #112 holding.
Pine Haven Investment Counsel first reported a position in iShares Global Clean Energy ETF in Q3 2023 and has held it in 12 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.