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

VERITY Wealth 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	$280K	Buy	13,654 +17	+0.1%	+$353	0.17%	68
2026 Q1	$249K	Hold	13,637	–	–	0.17%	73
2025 Q4	$224K	Hold	13,637	–	–	0.14%	79
2025 Q3	$211K	Sell	13,637 -25,697	-65%	-$364K	0.13%	76
2025 Q2	$516K	Hold	39,334	–	–	0.35%	54
2025 Q1	$449K	Hold	39,334	–	–	0.33%	53
2024 Q4	$448K	Hold	39,334	–	–	0.32%	56
2024 Q3	$578K	Hold	39,334	–	–	0.41%	48
2024 Q2	$524K	Hold	39,334	–	–	0.39%	49
2024 Q1	$550K	Buy	39,334 +19,599	+99%	+$276K	0.42%	48
2023 Q4	$307K	Buy	19,735 +1,320	+7%	+$18.6K	0.26%	59
2023 Q3	$269K	Buy	18,415 +1,451	+9%	+$24.3K	0.25%	61
2023 Q2	$312K	Buy	16,964 +55	+0.3%	+$1.03K	0.28%	58
2023 Q1	$334K	Hold	16,909	–	–	0.31%	58
2022 Q4	$336K	Buy	16,909 +1,278	+8%	+$25.1K	0.33%	56
2022 Q3	$298K	Hold	15,631	–	–	0.31%	55
2022 Q2	$298K	Buy	+15,631	New	+$305K	0.29%	55

Other funds holding ICLN

MWM

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

GIC

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

VERITY Wealth Advisors's ICLN Position: Q2 2026 in Review

VERITY Wealth Advisors increased its iShares Global Clean Energy ETF (ICLN) stake by 0.12% in Q2 2026, buying an estimated $353 and bringing the position to 13,654 shares worth $280K. The position accounts for 0.17% of the portfolio, ranked #68.

VERITY Wealth Advisors first reported a position in ICLN in Q2 2022 and has held it in 17 quarters since. The position peaked at $578K in Q3 2024. 101 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

VERITY Wealth Advisors held 13,654 shares of iShares Global Clean Energy ETF worth $280K as of Q2 2026.
VERITY Wealth Advisors bought 17 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $353.
iShares Global Clean Energy ETF made up 0.17% of VERITY Wealth Advisors's portfolio in Q2 2026, its #68 holding.
VERITY Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q2 2022 and has held it in 17 quarters since.
VERITY Wealth Advisors's iShares Global Clean Energy ETF position peaked at $578K in Q3 2024.
101 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.