Pure Financial Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Pure Financial Advisors’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	$2.67M	Sell	130,223 -4,578	-3%	-$94.9K	0.03%	155
2026 Q1	$2.47M	Sell	134,801 -7,978	-6%	-$145K	0.04%	148
2025 Q4	$2.35M	Sell	142,779 -26,490	-16%	-$442K	0.03%	151
2025 Q3	$2.62M	Sell	169,269 -25,785	-13%	-$365K	0.04%	142
2025 Q2	$2.56M	Sell	195,054 -40,383	-17%	-$495K	0.05%	140
2025 Q1	$2.69M	Buy	235,437 +18,557	+9%	+$212K	0.06%	112
2024 Q4	$2.47M	Buy	216,880 +49,350	+29%	+$624K	0.06%	106
2024 Q3	$2.46M	Buy	167,530 +62,006	+59%	+$873K	0.06%	105
2024 Q2	$1.41M	Buy	105,524 +23,974	+29%	+$336K	0.04%	128
2024 Q1	$1.14M	Buy	81,550 +6,048	+8%	+$85.2K	0.04%	145
2023 Q4	$1.18M	Buy	75,502 +5,682	+8%	+$79.9K	0.04%	133
2023 Q3	$1.02M	Buy	69,820 +12,265	+21%	+$206K	0.04%	131
2023 Q2	$1.06M	Buy	57,555 +6,248	+12%	+$117K	0.04%	129
2023 Q1	$1.01M	Buy	51,307 +1,497	+3%	+$29.7K	0.05%	128
2022 Q4	$989K	Sell	49,810 -21,960	-31%	-$432K	0.05%	121
2022 Q3	$1.37M	Sell	71,770 -4,631	-6%	-$98.7K	0.08%	96
2022 Q2	$1.46M	Buy	76,401 +32,713	+75%	+$638K	0.09%	95
2022 Q1	$940K	Buy	+43,688	New	+$855K	0.04%	108

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

Pure Financial Advisors's ICLN Position: Q2 2026 in Review

Pure Financial Advisors reduced its iShares Global Clean Energy ETF (ICLN) stake by 3.4% in Q2 2026, selling an estimated $94.9K and leaving 130,223 shares worth $2.67M. The position accounts for 0.03% of the portfolio, ranked #155.

Pure Financial Advisors first reported a position in ICLN in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.69M in Q1 2025. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Pure Financial Advisors held 130,223 shares of iShares Global Clean Energy ETF worth $2.67M as of Q2 2026.
Pure Financial Advisors sold 4,578 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $94.9K.
iShares Global Clean Energy ETF made up 0.03% of Pure Financial Advisors's portfolio in Q2 2026, its #155 holding.
Pure Financial Advisors first reported a position in iShares Global Clean Energy ETF in Q1 2022 and has held it in 18 quarters since.
Pure Financial Advisors's iShares Global Clean Energy ETF position peaked at $2.69M in Q1 2025.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.