Wealth Enhancement Advisory Services’s iShares Global Clean Energy ETF ICLN Stock Holding History

Wealth Enhancement Advisory Services’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	$714K	Buy	37,094 +1,761	+5%	+$36.5K	﹤0.01%	2361
2026 Q1	$638K	Sell	35,333 -52,153	-60%	-$950K	﹤0.01%	2135
2025 Q4	$1.5M	Buy	87,486 +28,434	+48%	+$474K	﹤0.01%	1689
2025 Q3	$938K	Buy	59,052 +7,637	+15%	+$108K	﹤0.01%	1910
2025 Q2	$711K	Sell	51,415 -1,110	-2%	-$13.6K	﹤0.01%	1957
2025 Q1	$600K	Buy	52,525 +4,348	+9%	+$49.6K	﹤0.01%	1915
2024 Q4	$548K	Buy	48,177 +15,806	+49%	+$200K	﹤0.01%	1929
2024 Q3	$476K	Sell	32,371 -6,697	-17%	-$94.3K	﹤0.01%	1860
2024 Q2	$520K	Sell	39,068 -1,410	-3%	-$19.7K	﹤0.01%	1629
2024 Q1	$566K	Buy	40,478 +1,667	+4%	+$23.5K	﹤0.01%	1506
2023 Q4	$604K	Sell	38,811 -9,173	-19%	-$129K	﹤0.01%	1401
2023 Q3	$702K	Buy	+47,984	New	+$805K	﹤0.01%	1251

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

Wealth Enhancement Advisory Services's ICLN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Global Clean Energy ETF (ICLN) stake by 5% in Q2 2026, buying an estimated $36.5K and bringing the position to 37,094 shares worth $714K. The position accounts for ﹤0.01% of the portfolio, ranked #2361.

Wealth Enhancement Advisory Services first reported a position in ICLN in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.5M in Q4 2025. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Wealth Enhancement Advisory Services held 37,094 shares of iShares Global Clean Energy ETF worth $714K as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,761 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $36.5K.
iShares Global Clean Energy ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2361 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Global Clean Energy ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's iShares Global Clean Energy ETF position peaked at $1.5M in Q4 2025.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.