Stonebridge Financial Group (Pennsylvania)’s iShares Global Clean Energy ETF ICLN Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	–	Sell	-13,372	Closed	-$245K	–	281
2026 Q1	$245K	Buy	+13,372	New	+$243K	0.02%	231
2025 Q2	–	Sell	-3,817	Closed	-$43.6K	–	538
2025 Q1	$43.6K	Hold	3,817	–	–	﹤0.01%	403
2024 Q4	$43.4K	Buy	+3,817	New	+$48.3K	﹤0.01%	408

Other funds holding ICLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $375M AUM 25.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s ICLN Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2026, closing a stake of 13,372 shares — an estimated $245K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in ICLN in Q4 2024 and held it in 3 quarters. The position peaked at $245K in Q1 2026. 385 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) reported no remaining iShares Global Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
Stonebridge Financial Group (Pennsylvania) sold 13,372 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $245K.
Stonebridge Financial Group (Pennsylvania) first reported a position in iShares Global Clean Energy ETF in Q4 2024 and held it in 3 quarters.
Stonebridge Financial Group (Pennsylvania)'s iShares Global Clean Energy ETF position peaked at $245K in Q1 2026.
385 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.