VisionPoint Advisory Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

VisionPoint Advisory Group’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	-43,734	Closed	-$800K	–	504
2026 Q1	$800K	Sell	43,734 -3,071	-7%	-$55.9K	0.15%	155
2025 Q4	$769K	Buy	+46,805	New	+$780K	0.15%	157
2024 Q3	–	Sell	-2	Closed	-$27	–	487
2024 Q2	$27	Hold	2	–	–	﹤0.01%	789
2024 Q1	$28	Hold	2	–	–	﹤0.01%	790
2023 Q4	$31	Buy	+2	New	+$28	﹤0.01%	716
2023 Q3	–	Sell	-2	Closed	-$37	–	747
2023 Q2	$37	Buy	+2	New	+$38	﹤0.01%	614
2021 Q2	–	Sell	-10,397	Closed	-$253K	–	101
2021 Q1	$253K	Buy	10,397 +466	+5%	+$13K	0.12%	101
2020 Q4	$280K	Buy	+9,931	New	+$223K	0.14%	116

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

VisionPoint Advisory Group's ICLN Position: Q2 2026 in Review

VisionPoint Advisory Group sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2026, closing a stake of 43,734 shares — an estimated $800K sold.

VisionPoint Advisory Group first reported a position in ICLN in Q4 2020 and held it in 8 quarters. The position peaked at $800K in Q1 2026. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

VisionPoint Advisory Group reported no remaining iShares Global Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
VisionPoint Advisory Group sold 43,734 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $800K.
VisionPoint Advisory Group first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 8 quarters.
VisionPoint Advisory Group's iShares Global Clean Energy ETF position peaked at $800K in Q1 2026.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.