Schneider Downs Wealth Management Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Schneider Downs Wealth Management 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	$202K	Sell	9,862 -424	-4%	-$8.79K	0.02%	173
2026 Q1	$188K	Hold	10,286	–	–	0.02%	153
2025 Q4	$169K	Hold	10,286	–	–	0.02%	155
2025 Q3	$159K	Hold	10,286	–	–	0.02%	147
2025 Q2	$135K	Buy	+10,286	New	+$126K	0.02%	144
2024 Q4	–	Sell	-10,134	Closed	-$149K	–	142
2024 Q3	$149K	Sell	10,134 -1,255	-11%	-$17.7K	0.03%	139
2024 Q2	$152K	Hold	11,389	–	–	0.03%	128
2024 Q1	$159K	Buy	11,389 +13	+0.1%	+$183	0.04%	133
2023 Q4	$177K	Sell	11,376 -2,937	-21%	-$41.3K	0.05%	115
2023 Q3	$209K	Buy	14,313 +1,828	+15%	+$30.7K	0.05%	102
2023 Q2	$230K	Sell	12,485 -3,528	-22%	-$66.3K	0.05%	101
2023 Q1	$317K	Sell	16,013 -297	-2%	-$5.88K	0.07%	86
2022 Q4	$324K	Buy	16,310 +4,286	+36%	+$84.3K	0.07%	84
2022 Q3	$230K	Sell	12,024 -639	-5%	-$13.6K	0.07%	117
2022 Q2	$241K	Buy	+12,663	New	+$247K	0.07%	118
2021 Q1	–	Sell	-7,595	Closed	-$214K	–	136
2020 Q4	$214K	Buy	+7,595	New	+$171K	0.06%	87

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

Schneider Downs Wealth Management Advisors's ICLN Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors reduced its iShares Global Clean Energy ETF (ICLN) stake by 4.1% in Q2 2026, selling an estimated $8.79K and leaving 9,862 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #173.

Schneider Downs Wealth Management Advisors first reported a position in ICLN in Q4 2020 and has held it in 16 quarters since. The position peaked at $324K in Q4 2022. 477 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Schneider Downs Wealth Management Advisors held 9,862 shares of iShares Global Clean Energy ETF worth $202K as of Q2 2026.
Schneider Downs Wealth Management Advisors sold 424 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $8.79K.
iShares Global Clean Energy ETF made up 0.02% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #173 holding.
Schneider Downs Wealth Management Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2020 and has held it in 16 quarters since.
Schneider Downs Wealth Management Advisors's iShares Global Clean Energy ETF position peaked at $324K in Q4 2022.
477 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.