Richards, Merrill & Peterson’s iShares Global Clean Energy ETF ICLN Stock Holding History

Richards, Merrill & Peterson’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	-1,700	Closed	-$31.1K	–	289
2026 Q1	$31.1K	Buy	+1,700	New	+$31K	0.01%	244

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

Richards, Merrill & Peterson's ICLN Position: Q2 2026 in Review

Richards, Merrill & Peterson sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2026, closing a stake of 1,700 shares — an estimated $31.1K sold.

Richards, Merrill & Peterson first reported a position in ICLN in Q1 2026 and held it in 1 quarter. The position peaked at $31.1K in Q1 2026. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Richards, Merrill & Peterson reported no remaining iShares Global Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
Richards, Merrill & Peterson sold 1,700 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $31.1K.
Richards, Merrill & Peterson first reported a position in iShares Global Clean Energy ETF in Q1 2026 and held it in 1 quarter.
Richards, Merrill & Peterson's iShares Global Clean Energy ETF position peaked at $31.1K in Q1 2026.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.