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Walkner Condon Financial Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Walkner Condon 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 		$925K Sell
45,148
-1,487
-3% -$30.8K 0.11% 129
2026
Q1 		$853K Sell
46,635
-340
-0.7% -$6.19K 0.11% 133
2025
Q4 		$772K Buy
46,975
+4,185
+10% +$69.8K 0.11% 134
2025
Q3 		$661K Sell
42,790
-2,547
-6% -$36.1K 0.1% 145
2025
Q2 		$593K Sell
45,337
-150
-0.3% -$1.84K 0.11% 139
2025
Q1 		$519K Sell
45,487
-4,133
-8% -$47.1K 0.1% 151
2024
Q4 		$564K Buy
49,620
+3,130
+7% +$39.6K 0.11% 145
2024
Q3 		$682K Sell
46,490
-341
-0.7% -$4.8K 0.14% 125
2024
Q2 		$623K Sell
46,831
-461
-1% -$6.46K 0.13% 124
2024
Q1 		$661K Sell
47,292
-390
-0.8% -$5.5K 0.14% 127
2023
Q4 		$743K Buy
47,682
+6,844
+17% +$96.3K 0.17% 114
2023
Q3 		$597K Buy
40,838
+2,797
+7% +$46.9K 0.16% 119
2023
Q2 		$700K Buy
38,041
+1,467
+4% +$27.6K 0.19% 105
2023
Q1 		$723K Buy
36,574
+1,216
+3% +$24.1K 0.2% 100
2022
Q4 		$702K Buy
35,358
+1,068
+3% +$21K 0.21% 98
2022
Q3 		$655K Buy
34,290
+416
+1% +$8.87K 0.21% 99
2022
Q2 		$645K Buy
33,874
+214
+0.6% +$4.17K 0.2% 101
2022
Q1 		$724K Buy
33,660
+8,617
+34% +$169K 0.21% 94
2021
Q4 		$530K Sell
25,043
-6,902
-22% -$159K 0.34% 69
2021
Q3 		$690K Sell
31,945
-8,419
-21% -$192K 0.34% 64
2021
Q2 		$943K Buy
40,364
+7,226
+22% +$165K 0.35% 60
2021
Q1 		$805K Buy
33,138
+822
+3% +$23K 0.31% 71
2020
Q4 		$913K Buy
32,316
+1,297
+4% +$29.2K 0.39% 54
2020
Q3 		$574K Buy
+31,019
New +$485K 0.31% 62

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

Walkner Condon Financial Advisors's ICLN Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its iShares Global Clean Energy ETF (ICLN) stake by 3.2% in Q2 2026, selling an estimated $30.8K and leaving 45,148 shares worth $925K. The position accounts for 0.11% of the portfolio, ranked #129.

Walkner Condon Financial Advisors first reported a position in ICLN in Q3 2020 and has held it in 24 quarters since. The position peaked at $943K in Q2 2021. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Walkner Condon Financial Advisors held 45,148 shares of iShares Global Clean Energy ETF worth $925K as of Q2 2026.
  • Walkner Condon Financial Advisors sold 1,487 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $30.8K.
  • iShares Global Clean Energy ETF made up 0.11% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #129 holding.
  • Walkner Condon Financial Advisors first reported a position in iShares Global Clean Energy ETF in Q3 2020 and has held it in 24 quarters since.
  • Walkner Condon Financial Advisors's iShares Global Clean Energy ETF position peaked at $943K in Q2 2021.
  • 471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.