Sagespring Wealth Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

Sagespring Wealth Partners’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	$10.6M	Sell	517,206 -9,697	-2%	-$201K	0.16%	75
2026 Q1	$9.64M	Buy	526,903 +21,326	+4%	+$388K	0.18%	73
2025 Q4	$8.31M	Sell	505,577 -11,069	-2%	-$185K	0.15%	82
2025 Q3	$8M	Sell	516,646 -7,733	-1%	-$109K	0.16%	73
2025 Q2	$6.87M	Buy	524,379 +128,505	+32%	+$1.58M	0.15%	81
2025 Q1	$4.52M	Buy	395,874 +378,589	+2,190%	+$4.32M	0.11%	97
2024 Q4	$197K	Buy	+17,285	New	+$219K	0.01%	592

Other funds holding ICLN

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Sagespring Wealth Partners's ICLN Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its iShares Global Clean Energy ETF (ICLN) stake by 1.8% in Q2 2026, selling an estimated $201K and leaving 517,206 shares worth $10.6M. The position accounts for 0.16% of the portfolio, ranked #75.

Sagespring Wealth Partners first reported a position in ICLN in Q4 2024 and has held it in 7 quarters since. 477 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Sagespring Wealth Partners held 517,206 shares of iShares Global Clean Energy ETF worth $10.6M as of Q2 2026.
Sagespring Wealth Partners sold 9,697 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $201K.
iShares Global Clean Energy ETF made up 0.16% of Sagespring Wealth Partners's portfolio in Q2 2026, its #75 holding.
Sagespring Wealth Partners first reported a position in iShares Global Clean Energy ETF in Q4 2024 and has held it in 7 quarters since.
477 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.