Principal Securities’s iShares Global Clean Energy ETF ICLN Stock Holding History

Principal Securities’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	-18,277	Closed	-$334K	–	1561
2026 Q1	$334K	Sell	18,277 -3,331	-15%	-$60.7K	﹤0.01%	1149
2025 Q4	$355K	Buy	21,608 +16,935	+362%	+$282K	0.01%	1064
2025 Q3	$72.3K	Buy	4,673 +300	+7%	+$4.25K	﹤0.01%	1762
2025 Q2	$57.3K	Sell	4,373 -774	-15%	-$9.49K	﹤0.01%	1803
2025 Q1	$58.6K	Hold	5,147	–	–	﹤0.01%	1688
2024 Q4	$58.6K	Sell	5,147 -16,150	-76%	-$204K	﹤0.01%	1686
2024 Q3	$313K	Buy	21,297 +1,083	+5%	+$15.3K	0.01%	917
2024 Q2	$269K	Buy	20,214 +10,281	+104%	+$144K	0.01%	926
2024 Q1	$139K	Sell	9,933 -1,397	-12%	-$19.7K	﹤0.01%	1160
2023 Q4	$176K	Buy	+11,330	New	+$159K	0.01%	977

Other funds holding ICLN

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

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Principal Securities's ICLN Position: Q2 2026 in Review

Principal Securities sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2026, closing a stake of 18,277 shares — an estimated $334K sold.

Principal Securities first reported a position in ICLN in Q4 2023 and held it in 10 quarters. The position peaked at $355K in Q4 2025. 480 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Principal Securities reported no remaining iShares Global Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
Principal Securities sold 18,277 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $334K.
Principal Securities first reported a position in iShares Global Clean Energy ETF in Q4 2023 and held it in 10 quarters.
Principal Securities's iShares Global Clean Energy ETF position peaked at $355K in Q4 2025.
480 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.