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

Spire 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 		$99.3K Sell
4,845
-650
-12% -$13.5K ﹤0.01% 982
2026
Q1 		$101K Hold
5,495
– – ﹤0.01% 956
2025
Q4 		$90.3K Sell
5,495
-317
-5% -$5.29K ﹤0.01% 1013
2025
Q3 		$90K Sell
5,812
-345
-6% -$4.88K ﹤0.01% 1025
2025
Q2 		$80.7K Sell
6,157
-538
-8% -$6.6K ﹤0.01% 1045
2025
Q1 		$76.5K Sell
6,695
-200
-3% -$2.28K ﹤0.01% 1142
2024
Q4 		$78.5K Sell
6,895
-511
-7% -$6.46K ﹤0.01% 1126
2024
Q3 		$109K Sell
7,406
-5,210
-41% -$73.4K ﹤0.01% 888
2024
Q2 		$168K Sell
12,616
-11,816
-48% -$166K 0.01% 754
2024
Q1 		$342K Sell
24,432
-722
-3% -$10.2K 0.01% 627
2023
Q4 		$346K Sell
25,154
-507
-2% -$7.13K 0.01% 606
2023
Q3 		$375K Buy
25,661
+14,530
+131% +$244K 0.01% 545
2023
Q2 		$205K Sell
11,131
-6,496
-37% -$122K 0.01% 713
2023
Q1 		$349K Buy
17,627
+4,394
+33% +$87K 0.01% 581
2022
Q4 		$263K Buy
13,233
+79
+0.6% +$1.55K 0.01% 489
2022
Q3 		$251K Sell
13,154
-4,566
-26% -$97.3K 0.02% 473
2022
Q2 		$338K Sell
17,720
-7,267
-29% -$142K 0.01% 592
2022
Q1 		$538K Sell
24,987
-2,427
-9% -$47.5K 0.01% 553
2021
Q4 		$580K Sell
27,414
-2,049
-7% -$47.1K 0.01% 641
2021
Q3 		$638K Sell
29,463
-11,623
-28% -$265K 0.02% 529
2021
Q2 		$964K Sell
41,086
-3,380
-8% -$77.1K 0.03% 437
2021
Q1 		$1.08M Buy
+44,466
New +$1.24M 0.03% 416

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

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

Spire Wealth Management reduced its iShares Global Clean Energy ETF (ICLN) stake by 12% in Q2 2026, selling an estimated $13.5K and leaving 4,845 shares worth $99.3K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Spire Wealth Management first reported a position in ICLN in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.08M in Q1 2021. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Spire Wealth Management held 4,845 shares of iShares Global Clean Energy ETF worth $99.3K as of Q2 2026.
  • Spire Wealth Management sold 650 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $13.5K.
  • iShares Global Clean Energy ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #982 holding.
  • Spire Wealth Management first reported a position in iShares Global Clean Energy ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Global Clean Energy ETF position peaked at $1.08M in Q1 2021.
  • 471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.