Regal Investment Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Regal Investment 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	$215K	Buy	+10,477	New	+$217K	0.01%	624
2023 Q1	–	Sell	-10,228	Closed	-$203K	–	533
2022 Q4	$203K	Sell	10,228 -6,802	-40%	-$134K	0.02%	452
2022 Q3	$325K	Buy	+17,030	New	+$363K	0.03%	349
2013 Q3	–	Sell	-142	Closed	-$1K	–	902
2013 Q2	$1K	Buy	+142	New	+$1.21K	﹤0.01%	843

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

Regal Investment Advisors's ICLN Position: Q2 2026 in Review

Regal Investment Advisors opened a new position in iShares Global Clean Energy ETF (ICLN) in Q2 2026: 10,477 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #624 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in ICLN as recently as Q4 2022.

Regal Investment Advisors first reported a position in ICLN in Q2 2013 and has held it in 4 quarters since. The position peaked at $325K in Q3 2022. 477 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Regal Investment Advisors held 10,477 shares of iShares Global Clean Energy ETF worth $215K as of Q2 2026.
iShares Global Clean Energy ETF was a new Regal Investment Advisors position in Q2 2026.
iShares Global Clean Energy ETF made up 0.01% of Regal Investment Advisors's portfolio in Q2 2026, its #624 holding.
Regal Investment Advisors first reported a position in iShares Global Clean Energy ETF in Q2 2013 and has held it in 4 quarters since.
Regal Investment Advisors's iShares Global Clean Energy ETF position peaked at $325K in Q3 2022.
477 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.