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SHP Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

SHP Wealth Management’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 		$78.9K Buy
3,852
+414
+12% +$8.59K 0.01% 453
2026
Q1 		$62.9K Buy
3,438
+143
+4% +$2.6K ﹤0.01% 451
2025
Q4 		$54.1K Buy
+3,295
New +$54.9K ﹤0.01% 456

Other funds holding ICLN

APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

SHP Wealth Management's ICLN Position: Q2 2026 in Review

SHP Wealth Management increased its iShares Global Clean Energy ETF (ICLN) stake by 12% in Q2 2026, buying an estimated $8.59K and bringing the position to 3,852 shares worth $78.9K. The position accounts for 0.01% of the portfolio, ranked #453.

SHP Wealth Management first reported a position in ICLN in Q4 2025 and has held it in 3 quarters since. 478 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • SHP Wealth Management held 3,852 shares of iShares Global Clean Energy ETF worth $78.9K as of Q2 2026.
  • SHP Wealth Management bought 414 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $8.59K.
  • iShares Global Clean Energy ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #453 holding.
  • SHP Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.