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Valmark Advisers’s iShares Global Clean Energy ETF ICLN Stock Holding History

Valmark Advisers’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 		$267K Buy
13,032
+1,669
+15% +$34.6K ﹤0.01% 643
2026
Q1 		$208K Hold
11,363
– – ﹤0.01% 663
2025
Q4 		$187K Hold
11,363
– – ﹤0.01% 649
2025
Q3 		$176K Hold
11,363
– – ﹤0.01% 641
2025
Q2 		$149K Sell
11,363
-3,525
-24% -$43.2K ﹤0.01% 636
2025
Q1 		$170K Hold
14,888
– – ﹤0.01% 599
2024
Q4 		$169K Hold
14,888
– – ﹤0.01% 590
2024
Q3 		$219K Sell
14,888
-1
-0% -$14 ﹤0.01% 563
2024
Q2 		$198K Sell
14,889
-268
-2% -$3.75K ﹤0.01% 553
2024
Q1 		$212K Buy
15,157
+1,650
+12% +$23.2K ﹤0.01% 521
2023
Q4 		$210K Sell
13,507
-220
-2% -$3.09K ﹤0.01% 479
2023
Q3 		$201K Buy
13,727
+782
+6% +$13.1K ﹤0.01% 462
2023
Q2 		$238K Sell
12,945
-1,810
-12% -$34K ﹤0.01% 440
2023
Q1 		$292K Buy
14,755
+153
+1% +$3.03K 0.01% 402
2022
Q4 		$290K Sell
14,602
-5,688
-28% -$112K 0.01% 376
2022
Q3 		$387K Buy
20,290
+1,968
+11% +$41.9K 0.01% 315
2022
Q2 		$349K Sell
18,322
-1,930
-10% -$37.6K 0.01% 332
2022
Q1 		$436K Buy
20,252
+250
+1% +$4.89K 0.01% 322
2021
Q4 		$423K Buy
20,002
+7,315
+58% +$168K 0.01% 302
2021
Q3 		$275K Buy
12,687
+1,790
+16% +$40.8K 0.01% 339
2021
Q2 		$256K Buy
10,897
+450
+4% +$10.3K ﹤0.01% 348
2021
Q1 		$254K Buy
+10,447
New +$292K ﹤0.01% 341

Other funds holding ICLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
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
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

Valmark Advisers's ICLN Position: Q2 2026 in Review

Valmark Advisers increased its iShares Global Clean Energy ETF (ICLN) stake by 15% in Q2 2026, buying an estimated $34.6K and bringing the position to 13,032 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Valmark Advisers first reported a position in ICLN in Q1 2021 and has held it in 22 quarters since. The position peaked at $436K in Q1 2022. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Valmark Advisers held 13,032 shares of iShares Global Clean Energy ETF worth $267K as of Q2 2026.
  • Valmark Advisers bought 1,669 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $34.6K.
  • iShares Global Clean Energy ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #643 holding.
  • Valmark Advisers first reported a position in iShares Global Clean Energy ETF in Q1 2021 and has held it in 22 quarters since.
  • Valmark Advisers's iShares Global Clean Energy ETF position peaked at $436K in Q1 2022.
  • 471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.