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

Waystone 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	–	Sell	-19,905	Closed	-$364K	–	114
2026 Q1	$364K	Sell	19,905 -1,746	-8%	-$31.8K	0.33%	73
2025 Q4	$356K	Buy	+21,651	New	+$361K	0.31%	75

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

Waystone Advisors's ICLN Position: Q2 2026 in Review

Waystone Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2026, closing a stake of 19,905 shares — an estimated $364K sold.

Waystone Advisors first reported a position in ICLN in Q4 2025 and held it in 2 quarters. The position peaked at $364K in Q1 2026. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Waystone Advisors reported no remaining iShares Global Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
Waystone Advisors sold 19,905 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $364K.
Waystone Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2025 and held it in 2 quarters.
Waystone Advisors's iShares Global Clean Energy ETF position peaked at $364K in Q1 2026.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

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