Trifecta Capital Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Trifecta Capital Advisors’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	-275	Closed	-$5.03K	–	498
2026 Q1	$5.03K	Buy	+275	New	+$5.01K	﹤0.01%	244

Other funds holding ICLN

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Trifecta Capital Advisors's ICLN Position: Q2 2026 in Review

Trifecta Capital Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2026, closing a stake of 275 shares — an estimated $5.03K sold.

Trifecta Capital Advisors first reported a position in ICLN in Q1 2026 and held it in 1 quarter. The position peaked at $5.03K in Q1 2026. 476 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Trifecta Capital Advisors reported no remaining iShares Global Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
Trifecta Capital Advisors sold 275 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $5.03K.
Trifecta Capital Advisors first reported a position in iShares Global Clean Energy ETF in Q1 2026 and held it in 1 quarter.
Trifecta Capital Advisors's iShares Global Clean Energy ETF position peaked at $5.03K in Q1 2026.
476 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.