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Sage Financial Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Sage Financial Group’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 		$273K Buy
13,341
+528
+4% +$10.9K 0.02% 100
2026
Q1 		$234K Sell
12,813
-25
-0.2% -$455 0.02% 101
2025
Q4 		$211K Buy
12,838
+8
+0.1% +$133 0.01% 103
2025
Q3 		$199K Hold
12,830
– – 0.01% 97
2025
Q2 		$168K Sell
12,830
-687
-5% -$8.42K 0.01% 101
2025
Q1 		$154K Buy
+13,517
New +$154K 0.01% 102
2024
Q4 		– Sell
-16,004
Closed -$235K – 103
2024
Q3 		$235K Sell
16,004
-1,440
-8% -$20.3K 0.02% 99
2024
Q2 		$232K Sell
17,444
-5,962
-25% -$83.5K 0.02% 98
2024
Q1 		$327K Sell
23,406
-3,224
-12% -$45.4K 0.03% 84
2023
Q4 		$415K Sell
26,630
-142
-0.5% -$2K 0.04% 74
2023
Q3 		$391K Buy
26,772
+688
+3% +$11.5K 0.04% 69
2023
Q2 		$480K Sell
26,084
-3,828
-13% -$72K 0.05% 62
2023
Q1 		$592K Buy
29,912
+3,699
+14% +$73.3K 0.07% 58
2022
Q4 		$520K Buy
26,213
+1,357
+5% +$26.7K 0.06% 59
2022
Q3 		$474K Buy
24,856
+2,443
+11% +$52.1K 0.06% 59
2022
Q2 		$427K Buy
22,413
+659
+3% +$12.8K 0.06% 60
2022
Q1 		$468K Sell
21,754
-152
-0.7% -$2.98K 0.05% 46
2021
Q4 		$464K Buy
21,906
+1,835
+9% +$42.2K 0.05% 48
2021
Q3 		$435K Buy
20,071
+740
+4% +$16.9K 0.05% 45
2021
Q2 		$454K Buy
19,331
+1,613
+9% +$36.8K 0.06% 45
2021
Q1 		$431K Buy
17,718
+978
+6% +$27.4K 0.06% 43
2020
Q4 		$473K Buy
16,740
+2,796
+20% +$62.9K 0.06% 44
2020
Q3 		$258K Buy
13,944
+155
+1% +$2.42K 0.04% 44
2020
Q2 		$173K Buy
+13,789
New +$155K 0.03% 45

Other funds holding ICLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
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
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

Sage Financial Group's ICLN Position: Q2 2026 in Review

Sage Financial Group increased its iShares Global Clean Energy ETF (ICLN) stake by 4.1% in Q2 2026, buying an estimated $10.9K and bringing the position to 13,341 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #100.

Sage Financial Group first reported a position in ICLN in Q2 2020 and has held it in 24 quarters since. The position peaked at $592K in Q1 2023. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Sage Financial Group held 13,341 shares of iShares Global Clean Energy ETF worth $273K as of Q2 2026.
  • Sage Financial Group bought 528 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $10.9K.
  • iShares Global Clean Energy ETF made up 0.02% of Sage Financial Group's portfolio in Q2 2026, its #100 holding.
  • Sage Financial Group first reported a position in iShares Global Clean Energy ETF in Q2 2020 and has held it in 24 quarters since.
  • Sage Financial Group's iShares Global Clean Energy ETF position peaked at $592K in Q1 2023.
  • 471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.