Whittier Trust’s iShares Global Clean Energy ETF ICLN Stock Holding History

Whittier Trust’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	$3.88K	Hold	193	–	–	﹤0.01%	1232
2026 Q1	$3.45K	Hold	193	–	–	﹤0.01%	1242
2025 Q4	$3.32K	Hold	193	–	–	﹤0.01%	1258
2025 Q3	$3.08K	Hold	193	–	–	﹤0.01%	1270
2025 Q2	$2.53K	Hold	193	–	–	﹤0.01%	1395
2025 Q1	$2.2K	Hold	193	–	–	﹤0.01%	1392
2024 Q4	$2.2K	Buy	193 +80	+71%	+$1.01K	﹤0.01%	1445
2024 Q3	$1.66K	Hold	113	–	–	﹤0.01%	1465
2024 Q2	$1.5K	Sell	113 -1,000	-90%	-$14K	﹤0.01%	1448
2024 Q1	$15.6K	Hold	1,113	–	–	﹤0.01%	1187
2023 Q4	$17.3K	Sell	1,113 -250	-18%	-$3.52K	﹤0.01%	1126
2023 Q3	$19.9K	Buy	1,363 +1,000	+275%	+$16.8K	﹤0.01%	1115
2023 Q2	$6.67K	Buy	363 +53	+17%	+$997	﹤0.01%	1327
2023 Q1	$6.13K	Hold	310	–	–	﹤0.01%	1373
2022 Q4	$6.15K	Hold	310	–	–	﹤0.01%	1362
2022 Q3	$6K	Buy	310 +50	+19%	+$1.07K	﹤0.01%	1418
2022 Q2	$5K	Buy	260 +110	+73%	+$2.14K	﹤0.01%	1440
2022 Q1	$3K	Buy	+150	New	+$2.94K	﹤0.01%	1519

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

Whittier Trust's ICLN Position: Q2 2026 in Review

Whittier Trust held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 193 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Whittier Trust first reported a position in ICLN in Q1 2022 and has held it in 18 quarters since. The position peaked at $19.9K in Q3 2023. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Whittier Trust held 193 shares of iShares Global Clean Energy ETF worth $3.88K as of Q2 2026.
Whittier Trust left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1232 holding.
Whittier Trust first reported a position in iShares Global Clean Energy ETF in Q1 2022 and has held it in 18 quarters since.
Whittier Trust's iShares Global Clean Energy ETF position peaked at $19.9K in Q3 2023.
474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.