Sequoia Financial Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Sequoia Financial 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	–	Sell	-10,656	Closed	-$195K	–	2211
2026 Q1	$195K	Sell	10,656 -863	-7%	-$15.7K	﹤0.01%	1801
2025 Q4	$189K	Buy	11,519 +1,312	+13%	+$21.9K	﹤0.01%	1823
2025 Q3	$158K	Buy	+10,207	New	+$145K	﹤0.01%	1654

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

Sequoia Financial Advisors's ICLN Position: Q2 2026 in Review

Sequoia Financial Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2026, closing a stake of 10,656 shares — an estimated $195K sold.

Sequoia Financial Advisors first reported a position in ICLN in Q3 2025 and held it in 3 quarters. The position peaked at $195K in Q1 2026. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Sequoia Financial Advisors reported no remaining iShares Global Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
Sequoia Financial Advisors sold 10,656 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $195K.
Sequoia Financial Advisors first reported a position in iShares Global Clean Energy ETF in Q3 2025 and held it in 3 quarters.
Sequoia Financial Advisors's iShares Global Clean Energy ETF position peaked at $195K in Q1 2026.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.