WealthShield Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

WealthShield Partners’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	$3.03K	Buy	148 +84	+131%	+$1.74K	﹤0.01%	358
2026 Q1	$1.17K	Sell	64 -48	-43%	-$874	﹤0.01%	598
2025 Q4	$1.84K	Buy	+112	New	+$1.87K	﹤0.01%	552
2025 Q1	–	Sell	-410	Closed	-$4.67K	–	540
2024 Q4	$4.67K	Sell	410 -553	-57%	-$6.99K	﹤0.01%	461
2024 Q3	$14.1K	Buy	963 +370	+62%	+$5.21K	﹤0.01%	440
2024 Q2	$7.9K	Buy	593 +143	+32%	+$2K	﹤0.01%	431
2024 Q1	$6.29K	Hold	450	–	–	﹤0.01%	437
2023 Q4	$7.01K	Hold	450	–	–	﹤0.01%	441
2023 Q3	$6.58K	Hold	450	–	–	﹤0.01%	450
2023 Q2	$8.28K	Hold	450	–	–	﹤0.01%	448
2023 Q1	$8.9K	Buy	+450	New	+$8.91K	﹤0.01%	446

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

WealthShield Partners's ICLN Position: Q2 2026 in Review

WealthShield Partners increased its iShares Global Clean Energy ETF (ICLN) stake by 131% in Q2 2026, buying an estimated $1.74K and bringing the position to 148 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

WealthShield Partners first reported a position in ICLN in Q1 2023 and has held it in 11 quarters since. The position peaked at $14.1K in Q3 2024. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

WealthShield Partners held 148 shares of iShares Global Clean Energy ETF worth $3.03K as of Q2 2026.
WealthShield Partners bought 84 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $1.74K.
iShares Global Clean Energy ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q2 2026, its #358 holding.
WealthShield Partners first reported a position in iShares Global Clean Energy ETF in Q1 2023 and has held it in 11 quarters since.
WealthShield Partners's iShares Global Clean Energy ETF position peaked at $14.1K in Q3 2024.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.