Ritter Daniher Financial Advisory’s iShares Global Clean Energy ETF ICLN Stock Holding History

Ritter Daniher Financial Advisory’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	$92.8K	Hold	4,528	–	–	0.01%	227
2026 Q1	$82.8K	Sell	4,528 -217	-5%	-$3.95K	0.01%	232
2025 Q4	$78K	Hold	4,745	–	–	0.01%	235
2025 Q3	$73.5K	Sell	4,745 -1,532	-24%	-$21.7K	0.01%	205
2025 Q2	$82.3K	Hold	6,277	–	–	0.02%	140
2025 Q1	$71.7K	Buy	+6,277	New	+$71.6K	0.02%	131
2023 Q4	–	Sell	-50	Closed	-$731	–	357
2023 Q3	$731	Hold	50	–	–	﹤0.01%	336
2023 Q2	$920	Hold	50	–	–	﹤0.01%	305
2023 Q1	$989	Hold	50	–	–	﹤0.01%	275
2022 Q4	$992	Hold	50	–	–	﹤0.01%	264
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	234
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	232
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	232
2021 Q4	$1K	Buy	+50	New	+$1.15K	﹤0.01%	225

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

Ritter Daniher Financial Advisory's ICLN Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 4,528 shares worth $92.8K. The position accounts for 0.01% of the portfolio, ranked #227.

Ritter Daniher Financial Advisory first reported a position in ICLN in Q4 2021 and has held it in 14 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Ritter Daniher Financial Advisory held 4,528 shares of iShares Global Clean Energy ETF worth $92.8K as of Q2 2026.
Ritter Daniher Financial Advisory left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #227 holding.
Ritter Daniher Financial Advisory first reported a position in iShares Global Clean Energy ETF in Q4 2021 and has held it in 14 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.