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

United Capital Financial 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	$643K	Buy	31,304 +19,307	+161%	+$400K	﹤0.01%	998
2026 Q1	$218K	Buy	11,997 +616	+5%	+$11.2K	﹤0.01%	1519
2025 Q4	$187K	Buy	+11,381	New	+$190K	﹤0.01%	1333
2024 Q4	–	Sell	-11,346	Closed	-$167K	–	1081
2024 Q3	$167K	Sell	11,346 -33	-0.3%	-$465	﹤0.01%	1022
2024 Q2	$152K	Buy	+11,379	New	+$159K	﹤0.01%	992
2024 Q1	–	Sell	-13,120	Closed	-$204K	–	1108
2023 Q4	$204K	Sell	13,120 -2,779	-17%	-$39.1K	﹤0.01%	1001
2023 Q3	$232K	Buy	+15,899	New	+$267K	﹤0.01%	773
2023 Q1	–	Sell	-10,336	Closed	-$205K	–	1011
2022 Q4	$205K	Buy	+10,336	New	+$203K	﹤0.01%	981
2022 Q1	–	Sell	-10,566	Closed	-$224K	–	1189
2021 Q4	$224K	Buy	+10,566	New	+$243K	﹤0.01%	1115
2021 Q3	–	Sell	-9,943	Closed	-$233K	–	1221
2021 Q2	$233K	Sell	9,943 -2,838	-22%	-$64.8K	﹤0.01%	1107
2021 Q1	$311K	Buy	12,781 +3,559	+39%	+$99.6K	﹤0.01%	971
2020 Q4	$260K	Buy	+9,222	New	+$207K	﹤0.01%	1051

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

United Capital Financial Advisors's ICLN Position: Q2 2026 in Review

United Capital Financial Advisors increased its iShares Global Clean Energy ETF (ICLN) stake by 161% in Q2 2026, buying an estimated $400K and bringing the position to 31,304 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

United Capital Financial Advisors first reported a position in ICLN in Q4 2020 and has held it in 12 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

United Capital Financial Advisors held 31,304 shares of iShares Global Clean Energy ETF worth $643K as of Q2 2026.
United Capital Financial Advisors bought 19,307 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $400K.
iShares Global Clean Energy ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #998 holding.
United Capital Financial Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2020 and has held it in 12 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.