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

White Lighthouse 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 		$484K Buy
23,617
+535
+2% +$11.1K 0.06% 110
2026
Q1 		$422K Buy
23,082
+350
+2% +$6.37K 0.06% 110
2025
Q4 		$373K Buy
22,732
+2,254
+11% +$37.6K 0.05% 115
2025
Q3 		$317K Buy
20,478
+929
+5% +$13.2K 0.05% 113
2025
Q2 		$256K Buy
19,549
+4,372
+29% +$53.6K 0.04% 122
2025
Q1 		$173K Sell
15,177
-5,148
-25% -$58.7K 0.03% 133
2024
Q4 		$231K Sell
20,325
-5,677
-22% -$71.8K 0.04% 127
2024
Q3 		$382K Sell
26,002
-2,220
-8% -$31.3K 0.07% 99
2024
Q2 		$376K Buy
28,222
+5,002
+22% +$70.1K 0.07% 96
2024
Q1 		$325K Sell
23,220
-2,098
-8% -$29.6K 0.07% 102
2023
Q4 		$394K Sell
25,318
-9,062
-26% -$127K 0.09% 90
2023
Q3 		$503K Sell
34,380
-477
-1% -$8K 0.12% 80
2023
Q2 		$641K Sell
34,857
-2,739
-7% -$51.5K 0.15% 74
2023
Q1 		$744K Sell
37,596
-10,827
-22% -$214K 0.19% 69
2022
Q4 		$961K Sell
48,423
-896
-2% -$17.6K 0.26% 60
2022
Q3 		$941K Buy
49,319
+45
+0.1% +$959 0.27% 57
2022
Q2 		$939K Buy
49,274
+3,803
+8% +$74.1K 0.27% 59
2022
Q1 		$979K Buy
45,471
+5,041
+12% +$98.7K 0.25% 62
2021
Q4 		$856K Buy
40,430
+3,794
+10% +$87.3K 0.21% 63
2021
Q3 		$793K Buy
36,636
+3,344
+10% +$76.2K 0.21% 64
2021
Q2 		$781K Sell
33,292
-1,725
-5% -$39.4K 0.21% 65
2021
Q1 		$851K Sell
35,017
-4,075
-10% -$114K 0.26% 61
2020
Q4 		$1.1M Buy
39,092
+354
+0.9% +$7.96K 0.35% 56
2020
Q3 		$716K Buy
38,738
+508
+1% +$7.95K 0.25% 66
2020
Q2 		$479K Sell
38,230
-2,525
-6% -$28.4K 0.18% 78
2020
Q1 		$389K Buy
40,755
+16,195
+66% +$192K 0.16% 83
2019
Q4 		$289K Buy
24,560
+12,030
+96% +$132K 0.11% 110
2019
Q3 		$137K Hold
12,530
– – 0.06% 129
2019
Q2 		$133K Buy
12,530
+1,270
+11% +$12.9K 0.06% 125
2019
Q1 		$110K Buy
+11,260
New +$106K 0.05% 120

Other funds holding ICLN

APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
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
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

White Lighthouse Investment Management's ICLN Position: Q2 2026 in Review

White Lighthouse Investment Management increased its iShares Global Clean Energy ETF (ICLN) stake by 2.3% in Q2 2026, buying an estimated $11.1K and bringing the position to 23,617 shares worth $484K. The position accounts for 0.06% of the portfolio, ranked #110.

White Lighthouse Investment Management first reported a position in ICLN in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.1M in Q4 2020. 473 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • White Lighthouse Investment Management held 23,617 shares of iShares Global Clean Energy ETF worth $484K as of Q2 2026.
  • White Lighthouse Investment Management bought 535 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $11.1K.
  • iShares Global Clean Energy ETF made up 0.06% of White Lighthouse Investment Management's portfolio in Q2 2026, its #110 holding.
  • White Lighthouse Investment Management first reported a position in iShares Global Clean Energy ETF in Q1 2019 and has held it in 30 quarters since.
  • White Lighthouse Investment Management's iShares Global Clean Energy ETF position peaked at $1.1M in Q4 2020.
  • 473 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.