Western Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Western Wealth Management’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	$202K	Buy	+9,840	New	+$204K	0.01%	969
2022 Q4	–	Sell	-19,414	Closed	-$371K	–	690
2022 Q3	$371K	Buy	19,414 +1,094	+6%	+$23.3K	0.02%	580
2022 Q2	$351K	Buy	18,320 +1,540	+9%	+$30K	0.02%	566
2022 Q1	$362K	Buy	+16,780	New	+$328K	0.02%	616
2021 Q2	$210K	Sell	9,026 -1,116	-11%	-$25.5K	0.02%	591
2021 Q1	$246K	Buy	+10,142	New	+$284K	0.03%	457

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

Western Wealth Management's ICLN Position: Q2 2026 in Review

Western Wealth Management opened a new position in iShares Global Clean Energy ETF (ICLN) in Q2 2026: 9,840 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #969 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in ICLN as recently as Q3 2022.

Western Wealth Management first reported a position in ICLN in Q1 2021 and has held it in 6 quarters since. The position peaked at $371K in Q3 2022. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Western Wealth Management held 9,840 shares of iShares Global Clean Energy ETF worth $202K as of Q2 2026.
iShares Global Clean Energy ETF was a new Western Wealth Management position in Q2 2026.
iShares Global Clean Energy ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #969 holding.
Western Wealth Management first reported a position in iShares Global Clean Energy ETF in Q1 2021 and has held it in 6 quarters since.
Western Wealth Management's iShares Global Clean Energy ETF position peaked at $371K in Q3 2022.
474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.