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SOA Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

SOA Wealth 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 		$18.8K Buy
915
+1
+0.1% +$21 ﹤0.01% 523
2026
Q1 		$16.7K Hold
914
– – ﹤0.01% 520
2025
Q4 		$15K Buy
914
+3
+0.3% +$50 ﹤0.01% 543
2025
Q3 		$14.1K Hold
911
– – ﹤0.01% 564
2025
Q2 		$11.9K Sell
911
-33,421
-97% -$410K ﹤0.01% 574
2025
Q1 		$43.8K Buy
34,332
+33,425
+3,685% +$381K 0.01% 363
2024
Q4 		$10.3K Sell
907
-535
-37% -$6.77K ﹤0.01% 541
2024
Q3 		$21.2K Hold
1,442
– – ﹤0.01% 441
2024
Q2 		$19.2K Sell
1,442
-235
-14% -$3.29K ﹤0.01% 448
2024
Q1 		$23.4K Hold
1,677
– – ﹤0.01% 421
2023
Q4 		$26.1K Sell
1,677
-453
-21% -$6.37K 0.01% 388
2023
Q3 		$31.1K Hold
2,130
– – 0.01% 347
2023
Q2 		$39.2K Buy
2,130
+10
+0.5% +$188 0.01% 324
2023
Q1 		$41.9K Hold
2,120
– – 0.01% 306
2022
Q4 		$42.1K Buy
2,120
+4
+0.2% +$79 0.01% 301
2022
Q3 		$40K Hold
2,116
– – 0.01% 293
2022
Q2 		$40K Buy
2,116
+557
+36% +$10.9K 0.01% 291
2022
Q1 		$33K Buy
1,559
+1
+0.1% +$20 0.01% 371
2021
Q4 		$33K Buy
1,558
+242
+18% +$5.57K 0.01% 362
2021
Q3 		$28K Sell
1,316
-2,573
-66% -$58.6K 0.01% 395
2021
Q2 		$91K Sell
3,889
-533
-12% -$12.2K 0.02% 228
2021
Q1 		$107K Sell
4,422
-25
-0.6% -$699 0.03% 186
2020
Q4 		$136K Buy
+4,447
New +$100K 0.04% 166

Other funds holding ICLN

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 22.96% 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

SOA Wealth Advisors's ICLN Position: Q2 2026 in Review

SOA Wealth Advisors increased its iShares Global Clean Energy ETF (ICLN) stake by 0.11% in Q2 2026, buying an estimated $21 and bringing the position to 915 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

SOA Wealth Advisors first reported a position in ICLN in Q4 2020 and has held it in 23 quarters since. The position peaked at $136K in Q4 2020. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • SOA Wealth Advisors held 915 shares of iShares Global Clean Energy ETF worth $18.8K as of Q2 2026.
  • SOA Wealth Advisors bought 1 iShares Global Clean Energy ETF share in Q2 2026, an estimated $21.
  • iShares Global Clean Energy ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #523 holding.
  • SOA Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's iShares Global Clean Energy ETF position peaked at $136K in Q4 2020.
  • 471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.