Strategic Wealth Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

Strategic Wealth Partners’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	$55.1K	Sell	2,690 -241	-8%	-$5K	﹤0.01%	504
2026 Q1	$53.6K	Buy	2,931 +701	+31%	+$12.8K	﹤0.01%	500
2025 Q4	$36.6K	Buy	2,230 +30	+1%	+$500	﹤0.01%	574
2025 Q3	$34.1K	Hold	2,200	–	–	﹤0.01%	630
2025 Q2	$28.8K	Buy	+2,200	New	+$27K	﹤0.01%	584

Other funds holding ICLN

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Strategic Wealth Partners's ICLN Position: Q2 2026 in Review

Strategic Wealth Partners reduced its iShares Global Clean Energy ETF (ICLN) stake by 8.2% in Q2 2026, selling an estimated $5K and leaving 2,690 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Strategic Wealth Partners first reported a position in ICLN in Q2 2025 and has held it in 5 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Strategic Wealth Partners held 2,690 shares of iShares Global Clean Energy ETF worth $55.1K as of Q2 2026.
Strategic Wealth Partners sold 241 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $5K.
iShares Global Clean Energy ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #504 holding.
Strategic Wealth Partners first reported a position in iShares Global Clean Energy ETF in Q2 2025 and has held it in 5 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.