Shepherd Financial Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

Shepherd Financial 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	$265K	Buy	12,913 +476	+4%	+$9.87K	0.02%	224
2026 Q1	$227K	Sell	12,437 -387	-3%	-$7.05K	0.02%	225
2025 Q4	$211K	Sell	12,824 -521	-4%	-$8.69K	0.02%	238
2025 Q3	$207K	Buy	13,345 +68	+0.5%	+$963	0.02%	240
2025 Q2	$174K	Sell	13,277 -528	-4%	-$6.47K	0.02%	237
2025 Q1	$158K	Buy	13,805 +2,253	+20%	+$25.7K	0.02%	229
2024 Q4	$131K	Sell	11,552 -931	-7%	-$11.8K	0.02%	218
2024 Q3	$183K	Buy	12,483 +79	+0.6%	+$1.11K	0.02%	214
2024 Q2	$165K	Buy	+12,404	New	+$174K	0.02%	212
2022 Q1	–	Sell	-38,961	Closed	-$820K	–	165
2021 Q4	$820K	Buy	+38,961	New	+$896K	0.14%	92

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

Shepherd Financial Partners's ICLN Position: Q2 2026 in Review

Shepherd Financial Partners increased its iShares Global Clean Energy ETF (ICLN) stake by 3.8% in Q2 2026, buying an estimated $9.87K and bringing the position to 12,913 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #224.

Shepherd Financial Partners first reported a position in ICLN in Q4 2021 and has held it in 10 quarters since. The position peaked at $820K in Q4 2021. 475 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Shepherd Financial Partners held 12,913 shares of iShares Global Clean Energy ETF worth $265K as of Q2 2026.
Shepherd Financial Partners bought 476 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $9.87K.
iShares Global Clean Energy ETF made up 0.02% of Shepherd Financial Partners's portfolio in Q2 2026, its #224 holding.
Shepherd Financial Partners first reported a position in iShares Global Clean Energy ETF in Q4 2021 and has held it in 10 quarters since.
Shepherd Financial Partners's iShares Global Clean Energy ETF position peaked at $820K in Q4 2021.
475 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.