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

Unique Wealth’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	$2.64M	Sell	129,074 -8,739	-6%	-$181K	0.31%	59
2026 Q1	$2.52M	Sell	137,813 -6,459	-4%	-$118K	0.35%	53
2025 Q4	$2.37M	Sell	144,272 -6	-0%	-$100	0.33%	61
2025 Q3	$2.23M	Buy	144,278 +106	+0.1%	+$1.5K	0.33%	62
2025 Q2	$1.89M	Buy	144,172 +17,836	+14%	+$219K	0.31%	67
2025 Q1	$1.44M	Buy	+126,336	New	+$1.44M	0.27%	70

Other funds holding ICLN

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Unique Wealth's ICLN Position: Q2 2026 in Review

Unique Wealth reduced its iShares Global Clean Energy ETF (ICLN) stake by 6.3% in Q2 2026, selling an estimated $181K and leaving 129,074 shares worth $2.64M. The position accounts for 0.31% of the portfolio, ranked #59.

Unique Wealth first reported a position in ICLN in Q1 2025 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Unique Wealth held 129,074 shares of iShares Global Clean Energy ETF worth $2.64M as of Q2 2026.
Unique Wealth sold 8,739 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $181K.
iShares Global Clean Energy ETF made up 0.31% of Unique Wealth's portfolio in Q2 2026, its #59 holding.
Unique Wealth first reported a position in iShares Global Clean Energy ETF in Q1 2025 and has held it in 6 quarters since.
179 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.