Retirement Planning Company of New England’s iShares Global Clean Energy ETF ICLN Stock Holding History

Retirement Planning Company of New England’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	-10,318	Closed	-$189K	–	267
2026 Q1	$189K	Sell	10,318 -877	-8%	-$16K	0.08%	242
2025 Q4	$184K	Sell	11,195 -241	-2%	-$4.02K	0.07%	240
2025 Q3	$177K	Sell	11,436 -982	-8%	-$13.9K	0.07%	241
2025 Q2	$163K	Sell	12,418 -716	-5%	-$8.78K	0.07%	229
2025 Q1	$150K	Sell	13,134 -1,031	-7%	-$11.8K	0.07%	223
2024 Q4	$161K	Sell	14,165 -2,302	-14%	-$29.1K	0.08%	225
2024 Q3	$242K	Sell	16,467 -1,988	-11%	-$28K	0.12%	193
2024 Q2	$246K	Sell	18,455 -188	-1%	-$2.63K	0.13%	182
2024 Q1	$261K	Sell	18,643 -875	-4%	-$12.3K	0.14%	182
2023 Q4	$304K	Buy	19,518 +3,119	+19%	+$43.9K	0.14%	170
2023 Q3	$240K	Sell	16,399 -1,131	-6%	-$19K	0.13%	165
2023 Q2	$323K	Buy	17,530 +329	+2%	+$6.19K	0.19%	148
2023 Q1	$340K	Buy	17,201 +1,137	+7%	+$22.5K	0.21%	141
2022 Q4	$319K	Sell	16,064 -208	-1%	-$4.09K	0.21%	146
2022 Q3	$310K	Sell	16,272 -317	-2%	-$6.76K	0.22%	137
2022 Q2	$316K	Buy	16,589 +149	+0.9%	+$2.9K	0.22%	140
2022 Q1	$353K	Buy	16,440 +1,883	+13%	+$36.9K	0.2%	144
2021 Q4	$308K	Buy	+14,557	New	+$335K	0.15%	158

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

Retirement Planning Company of New England's ICLN Position: Q2 2026 in Review

Retirement Planning Company of New England sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2026, closing a stake of 10,318 shares — an estimated $189K sold.

Retirement Planning Company of New England first reported a position in ICLN in Q4 2021 and held it in 18 quarters. The position peaked at $353K in Q1 2022. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Retirement Planning Company of New England reported no remaining iShares Global Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
Retirement Planning Company of New England sold 10,318 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $189K.
Retirement Planning Company of New England first reported a position in iShares Global Clean Energy ETF in Q4 2021 and held it in 18 quarters.
Retirement Planning Company of New England's iShares Global Clean Energy ETF position peaked at $353K in Q1 2022.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.