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

Westfuller 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	-797	Closed	-$14.6K	–	783
2026 Q1	$14.6K	Hold	797	–	–	0.01%	387
2025 Q4	$13.1K	Buy	797 +6	+0.8%	+$100	0.01%	430
2025 Q3	$12.2K	Buy	+791	New	+$11.2K	0.01%	430

Other funds holding ICLN

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

LPL Financial San Diego, California $468B AUM 17.69% 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 $1.96T AUM 27.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Westfuller Advisors's ICLN Position: Q2 2026 in Review

Westfuller Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2026, closing a stake of 797 shares — an estimated $14.6K sold.

Westfuller Advisors first reported a position in ICLN in Q3 2025 and held it in 3 quarters. The position peaked at $14.6K in Q1 2026. 480 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Westfuller Advisors reported no remaining iShares Global Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
Westfuller Advisors sold 797 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $14.6K.
Westfuller Advisors first reported a position in iShares Global Clean Energy ETF in Q3 2025 and held it in 3 quarters.
Westfuller Advisors's iShares Global Clean Energy ETF position peaked at $14.6K in Q1 2026.
480 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.