RAFFA WEALTH MANAGEMENT, LLC’s iShares Global Clean Energy ETF ICLN Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$395K	Hold	19,276	–	–	0.05%	68
2026 Q1	$353K	Hold	19,276	–	–	0.06%	70
2025 Q4	$317K	Hold	19,276	–	–	0.05%	74
2025 Q3	$298K	Hold	19,276	–	–	0.05%	73
2025 Q2	$253K	Buy	+19,276	New	+$236K	0.05%	80
2024 Q4	–	Sell	-19,215	Closed	-$282K	–	1125
2024 Q3	$282K	Buy	+19,215	New	+$271K	0.07%	66
2024 Q2	–	Sell	-19,222	Closed	-$269K	–	1155
2024 Q1	$269K	Hold	19,222	–	–	0.08%	69
2023 Q4	$299K	Hold	19,222	–	–	0.09%	63
2023 Q3	$281K	Buy	19,222 +1,613	+9%	+$27.1K	0.1%	57
2023 Q2	$324K	Buy	17,609 +3,372	+24%	+$63.4K	0.11%	51
2023 Q1	$282K	Buy	+14,237	New	+$282K	0.1%	55

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

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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 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

RAFFA WEALTH MANAGEMENT, LLC's ICLN Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 19,276 shares worth $395K. The position accounts for 0.05% of the portfolio, ranked #68.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ICLN in Q1 2023 and has held it in 11 quarters since. 149 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 19,276 shares of iShares Global Clean Energy ETF worth $395K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up 0.05% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #68 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Global Clean Energy ETF in Q1 2023 and has held it in 11 quarters since.
149 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.