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Steward Partners Investment Advisory’s iShares Global Clean Energy ETF ICLN Stock Holding History

Steward Partners Investment Advisory’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 		$643K Buy
31,366
+11,804
+60% +$245K ﹤0.01% 1557
2026
Q1 		$358K Buy
19,562
+4,142
+27% +$75.4K ﹤0.01% 1704
2025
Q4 		$253K Sell
15,420
-1,747
-10% -$29.1K ﹤0.01% 1799
2025
Q3 		$266K Sell
17,167
-311
-2% -$4.4K ﹤0.01% 1719
2025
Q2 		$229K Buy
17,478
+5,254
+43% +$64.4K ﹤0.01% 1694
2025
Q1 		$140K Sell
12,224
-35
-0.3% -$399 ﹤0.01% 1827
2024
Q4 		$140K Sell
12,259
-3,140
-20% -$39.7K ﹤0.01% 1803
2024
Q3 		$226K Sell
15,399
-2,447
-14% -$34.5K ﹤0.01% 1471
2024
Q2 		$238K Buy
17,846
+8,352
+88% +$117K ﹤0.01% 1365
2024
Q1 		$133K Sell
9,494
-2,167
-19% -$30.5K ﹤0.01% 1617
2023
Q4 		$182K Sell
11,661
-3,364
-22% -$47.3K ﹤0.01% 1416
2023
Q3 		$220K Sell
15,025
-4,513
-23% -$75.7K ﹤0.01% 1245
2023
Q2 		$359K Sell
19,538
-4,107
-17% -$77.2K 0.01% 1057
2023
Q1 		$468K Sell
23,645
-4,390
-16% -$87K 0.01% 954
2022
Q4 		$556K Buy
28,035
+3,676
+15% +$72.3K 0.01% 877
2022
Q3 		$465K Buy
24,359
+2,396
+11% +$51.1K 0.01% 879
2022
Q2 		$418K Sell
21,963
-1,217
-5% -$23.7K 0.01% 911
2022
Q1 		$499K Buy
23,180
+4,329
+23% +$84.7K 0.01% 927
2021
Q4 		$399K Sell
18,851
-3,166
-14% -$72.8K 0.01% 1029
2021
Q3 		$477K Sell
22,017
-4,246
-16% -$96.8K 0.01% 927
2021
Q2 		$616K Sell
26,263
-143,761
-85% -$3.28M 0.01% 855
2021
Q1 		$4.13M Buy
170,024
+47,931
+39% +$1.34M 0.07% 282
2020
Q4 		$3.45M Buy
122,093
+23,367
+24% +$525K 0.07% 263
2020
Q3 		$1.82M Buy
98,726
+91,849
+1,336% +$1.44M 0.05% 340
2020
Q2 		$86K Hold
6,877
– – ﹤0.01% 1212
2020
Q1 		$65K Buy
6,877
+3,350
+95% +$39.7K ﹤0.01% 1178
2019
Q4 		$41K Buy
3,527
+2,400
+213% +$26.4K ﹤0.01% 1486
2019
Q3 		$12K Hold
1,127
– – ﹤0.01% 1912
2019
Q2 		$11K Buy
+1,127
New +$11.5K ﹤0.01% 1938
2018
Q4 		– Sell
-1,127
Closed -$10K – 1397
2018
Q3 		$10K Buy
1,127
+27
+2% +$237 ﹤0.01% 1871
2018
Q2 		$10K Hold
1,100
– – ﹤0.01% 1740
2018
Q1 		$10K Buy
+1,100
New +$10.4K ﹤0.01% 1572

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

Steward Partners Investment Advisory's ICLN Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares Global Clean Energy ETF (ICLN) stake by 60% in Q2 2026, buying an estimated $245K and bringing the position to 31,366 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

Steward Partners Investment Advisory first reported a position in ICLN in Q1 2018 and has held it in 32 quarters since. The position peaked at $4.13M in Q1 2021. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Steward Partners Investment Advisory held 31,366 shares of iShares Global Clean Energy ETF worth $643K as of Q2 2026.
  • Steward Partners Investment Advisory bought 11,804 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $245K.
  • iShares Global Clean Energy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1557 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Global Clean Energy ETF in Q1 2018 and has held it in 32 quarters since.
  • Steward Partners Investment Advisory's iShares Global Clean Energy ETF position peaked at $4.13M in Q1 2021.
  • 471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.