Wellington-Altus USA’s iShares Global Clean Energy ETF ICLN Stock Holding History

Wellington-Altus USA’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	$2.52K	Hold	138	–	–	﹤0.01%	631
2026 Q1	$2.83K	Hold	138	–	–	﹤0.01%	659
2025 Q4	$2.27K	Buy	+138	New	+$2.3K	﹤0.01%	643

Other funds holding ICLN

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Wellington-Altus USA's ICLN Position: Q2 2026 in Review

Wellington-Altus USA held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 138 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Wellington-Altus USA first reported a position in ICLN in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.83K in Q1 2026. 478 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Wellington-Altus USA held 138 shares of iShares Global Clean Energy ETF worth $2.52K as of Q2 2026.
Wellington-Altus USA left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #631 holding.
Wellington-Altus USA first reported a position in iShares Global Clean Energy ETF in Q4 2025 and has held it in 3 quarters since.
Wellington-Altus USA's iShares Global Clean Energy ETF position peaked at $2.83K in Q1 2026.
478 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.