Westside Investment Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Westside Investment 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	$15.4K	Hold	750	–	–	﹤0.01%	1012
2026 Q1	$13.7K	Hold	750	–	–	﹤0.01%	1022
2025 Q4	$12.3K	Hold	750	–	–	﹤0.01%	1019
2025 Q3	$11.6K	Hold	750	–	–	﹤0.01%	1050
2025 Q2	$9.83K	Hold	750	–	–	﹤0.01%	944
2025 Q1	$8.56K	Sell	750 -2,600	-78%	-$29.6K	﹤0.01%	703
2024 Q4	$38.1K	Sell	3,350 -12,900	-79%	-$163K	0.01%	446
2024 Q3	$236K	Sell	16,250 -500	-3%	-$7.04K	0.05%	216
2024 Q2	$224K	Hold	16,750	–	–	0.05%	214
2024 Q1	$234K	Sell	16,750 -450	-3%	-$6.34K	0.06%	211
2023 Q4	$268K	Buy	17,200 +15,450	+883%	+$217K	0.07%	185
2023 Q3	$25.6K	Hold	1,750	–	–	0.01%	447
2023 Q2	$32.2K	Sell	1,750 -200	-10%	-$3.76K	0.01%	420
2023 Q1	$38.6K	Hold	1,950	–	–	0.01%	389
2022 Q4	$38	Hold	1,950	–	–	﹤0.01%	442
2022 Q3	$37	Hold	1,950	–	–	﹤0.01%	437
2022 Q2	$37	Hold	1,950	–	–	﹤0.01%	438
2022 Q1	$41	Hold	1,950	–	–	﹤0.01%	434
2021 Q4	$41	Hold	1,950	–	–	﹤0.01%	416
2021 Q3	$42	Hold	1,950	–	–	﹤0.01%	406
2021 Q2	$45	Hold	1,950	–	–	﹤0.01%	393
2021 Q1	$47	Buy	1,950 +500	+34%	+$14K	﹤0.01%	378
2020 Q4	$40	Buy	1,450 +200	+16%	+$4.5K	﹤0.01%	363
2020 Q3	$23	Hold	1,250	–	–	﹤0.01%	406
2020 Q2	$15	Sell	1,250 -1,500	-55%	-$16.9K	﹤0.01%	438
2020 Q1	$14.3K	Buy	+2,750	New	+$32.6K	0.01%	132
2019 Q2	$16K	Buy	+1,568	New	+$15.9K	0.01%	406
2018 Q4	$12.9K	Sell	1,566 -646	-29%	-$5.49K	﹤0.01%	425
2018 Q3	$51.2K	Buy	2,212 +650	+42%	+$5.7K	0.02%	259
2018 Q2	$13.6K	Buy	1,562 +5	+0.3%	+$48	﹤0.01%	492
2018 Q1	$14.6K	Hold	1,557	–	–	0.01%	454
2017 Q4	$14.9K	Buy	1,557 +3	+0.2%	+$27	0.01%	479
2017 Q3	$14.1K	Hold	1,554	–	–	0.01%	468
2017 Q2	$13.3K	Buy	1,554 +4	+0.3%	+$34	0.01%	471
2017 Q1	$13.2K	Buy	+1,550	New	+$13.1K	0.01%	432

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

Westside Investment Management's ICLN Position: Q2 2026 in Review

Westside Investment Management held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 750 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Westside Investment Management first reported a position in ICLN in Q1 2017 and has held it in 35 quarters since. The position peaked at $268K in Q4 2023. 477 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Westside Investment Management held 750 shares of iShares Global Clean Energy ETF worth $15.4K as of Q2 2026.
Westside Investment Management left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1012 holding.
Westside Investment Management first reported a position in iShares Global Clean Energy ETF in Q1 2017 and has held it in 35 quarters since.
Westside Investment Management's iShares Global Clean Energy ETF position peaked at $268K in Q4 2023.
477 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.