Tradewinds Capital Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Tradewinds Capital 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	$38.9M	Buy	1,897,510 +1,897,198	+608,076%	+$39.3M	6.91%	3
2026 Q1	$5.71K	Hold	312	–	–	﹤0.01%	448
2025 Q4	$5.13K	Buy	+312	New	+$5.2K	﹤0.01%	452
2024 Q2	–	Sell	-50	Closed	-$699	–	601
2024 Q1	$699	Buy	+50	New	+$704	﹤0.01%	481
2023 Q4	–	Sell	-12	Closed	-$176	–	505
2023 Q3	$176	Buy	+12	New	+$201	﹤0.01%	469
2023 Q2	–	Sell	-10	Closed	-$198	–	500
2023 Q1	$198	Sell	10 -317	-97%	-$6.28K	﹤0.01%	448
2022 Q4	$6.49K	Sell	327 -11	-3%	-$216	﹤0.01%	249
2022 Q3	$6K	Hold	338	–	–	﹤0.01%	242
2022 Q2	$6K	Sell	338 -1,233	-78%	-$24K	﹤0.01%	253
2022 Q1	$34K	Sell	1,571 -374,632	-100%	-$7.33M	0.01%	298
2021 Q4	$7.96M	Buy	376,203 +375,788	+90,551%	+$8.64M	1.22%	23
2021 Q3	$9K	Hold	415	–	–	﹤0.01%	480
2021 Q2	$10K	Hold	415	–	–	﹤0.01%	480
2021 Q1	$10K	Buy	+415	New	+$11.6K	﹤0.01%	455

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Tradewinds Capital Management's ICLN Position: Q2 2026 in Review

Tradewinds Capital Management increased its iShares Global Clean Energy ETF (ICLN) stake by 608,076% in Q2 2026, buying an estimated $39.3M and bringing the position to 1,897,510 shares worth $38.9M. The position accounts for 6.91% of the portfolio, ranked #3.

Tradewinds Capital Management first reported a position in ICLN in Q1 2021 and has held it in 14 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Tradewinds Capital Management held 1,897,510 shares of iShares Global Clean Energy ETF worth $38.9M as of Q2 2026.
Tradewinds Capital Management bought 1,897,198 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $39.3M.
iShares Global Clean Energy ETF made up 6.91% of Tradewinds Capital Management's portfolio in Q2 2026, its #3 holding.
Tradewinds Capital Management first reported a position in iShares Global Clean Energy ETF in Q1 2021 and has held it in 14 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.