Tidemark’s iShares Global Clean Energy ETF ICLN Stock Holding History

Tidemark’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	$165K	Buy	8,071 +40	+0.5%	+$829	0.04%	176
2026 Q1	$147K	Hold	8,031	–	–	0.04%	164
2025 Q4	$132K	Hold	8,031	–	–	0.04%	152
2025 Q3	$124K	Hold	8,031	–	–	0.04%	173
2025 Q2	$105K	Buy	8,031 +7,745	+2,708%	+$95K	0.03%	176
2025 Q1	$3.27K	Hold	286	–	–	﹤0.01%	580
2024 Q4	$3.25K	Hold	286	–	–	﹤0.01%	556
2024 Q3	$4.2K	Hold	286	–	–	﹤0.01%	504
2024 Q2	$3.81K	Hold	286	–	–	﹤0.01%	492
2024 Q1	$4K	Hold	286	–	–	﹤0.01%	538
2023 Q4	$4.45K	Buy	+286	New	+$4.02K	﹤0.01%	520

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

Tidemark's ICLN Position: Q2 2026 in Review

Tidemark increased its iShares Global Clean Energy ETF (ICLN) stake by 0.5% in Q2 2026, buying an estimated $829 and bringing the position to 8,071 shares worth $165K. The position accounts for 0.04% of the portfolio, ranked #176.

Tidemark first reported a position in ICLN in Q4 2023 and has held it in 11 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Tidemark held 8,071 shares of iShares Global Clean Energy ETF worth $165K as of Q2 2026.
Tidemark bought 40 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $829.
iShares Global Clean Energy ETF made up 0.04% of Tidemark's portfolio in Q2 2026, its #176 holding.
Tidemark first reported a position in iShares Global Clean Energy ETF in Q4 2023 and has held it in 11 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.