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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Shepherd Financial Partners's ICLN Position: Q1 2026 in Review

Shepherd Financial Partners reduced its iShares Global Clean Energy ETF (ICLN) stake by 3% in Q1 2026, selling an estimated $7.05K and leaving 12,437 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #225.

Shepherd Financial Partners first reported a position in ICLN in Q4 2021 and has held it in 9 quarters since. The position peaked at $820K in Q4 2021. 420 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

Shepherd Financial Partners held 12,437 shares of iShares Global Clean Energy ETF worth $227K as of Q1 2026.
Shepherd Financial Partners sold 387 iShares Global Clean Energy ETF shares in Q1 2026, an estimated $7.05K.
iShares Global Clean Energy ETF made up 0.02% of Shepherd Financial Partners's portfolio in Q1 2026, its #225 holding.
Shepherd Financial Partners first reported a position in iShares Global Clean Energy ETF in Q4 2021 and has held it in 9 quarters since.
Shepherd Financial Partners's iShares Global Clean Energy ETF position peaked at $820K in Q4 2021.
420 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.