Sage Mountain Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Sage Mountain 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	$70K	Hold	3,414	–	–	﹤0.01%	261
2026 Q1	$62.4K	Hold	3,414	–	–	﹤0.01%	239
2025 Q4	$56.1K	Hold	3,414	–	–	﹤0.01%	525
2025 Q3	$52.8K	Hold	3,414	–	–	﹤0.01%	513
2025 Q2	$44.8K	Hold	3,414	–	–	﹤0.01%	461
2025 Q1	$39K	Buy	3,414 +1,305	+62%	+$14.9K	﹤0.01%	441
2024 Q4	$24K	Hold	2,109	–	–	﹤0.01%	444
2024 Q3	$31K	Hold	2,109	–	–	﹤0.01%	450
2024 Q2	$28.1K	Buy	2,109 +1,987	+1,629%	+$27.8K	﹤0.01%	395
2024 Q1	$1.71K	Buy	+122	New	+$1.72K	﹤0.01%	403

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

Sage Mountain Advisors's ICLN Position: Q2 2026 in Review

Sage Mountain Advisors held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 3,414 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Sage Mountain Advisors first reported a position in ICLN in Q1 2024 and has held it in 10 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Sage Mountain Advisors held 3,414 shares of iShares Global Clean Energy ETF worth $70K as of Q2 2026.
Sage Mountain Advisors left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #261 holding.
Sage Mountain Advisors first reported a position in iShares Global Clean Energy ETF in Q1 2024 and has held it in 10 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.