Wormser Freres Gestion’s iShares Global Clean Energy ETF ICLN Stock Holding History

Wormser Freres Gestion’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	$1.06M	Buy	52,235 +10,879	+26%	+$226K	0.6%	21
2026 Q1	$773K	Buy	41,356 +34,356	+491%	+$626K	0.56%	19
2025 Q4	$115K	Hold	7,000	–	–	0.07%	34
2025 Q3	$108K	Hold	7,000	–	–	0.06%	35
2025 Q2	$91.7K	Hold	7,000	–	–	0.05%	36
2025 Q1	$81K	Buy	7,000 +3,500	+100%	+$39.9K	0.05%	39
2024 Q4	$39.7K	Hold	3,500	–	–	0.02%	39
2024 Q3	$51.4K	Hold	3,500	–	–	0.03%	38
2024 Q2	$48.2K	Hold	3,500	–	–	0.03%	39
2024 Q1	$49.5K	Hold	3,500	–	–	0.03%	35
2023 Q4	$54.4K	Buy	+3,500	New	+$49.2K	0.04%	35

Other funds holding ICLN

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

WGS

Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return

Wormser Freres Gestion's ICLN Position: Q2 2026 in Review

Wormser Freres Gestion increased its iShares Global Clean Energy ETF (ICLN) stake by 26% in Q2 2026, buying an estimated $226K and bringing the position to 52,235 shares worth $1.06M. The position accounts for 0.6% of the portfolio, ranked #21.

Wormser Freres Gestion first reported a position in ICLN in Q4 2023 and has held it in 11 quarters since. 83 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Wormser Freres Gestion held 52,235 shares of iShares Global Clean Energy ETF worth $1.06M as of Q2 2026.
Wormser Freres Gestion bought 10,879 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $226K.
iShares Global Clean Energy ETF made up 0.6% of Wormser Freres Gestion's portfolio in Q2 2026, its #21 holding.
Wormser Freres Gestion first reported a position in iShares Global Clean Energy ETF in Q4 2023 and has held it in 11 quarters since.
83 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Wormser Freres Gestion's 13F filing for Q2 2026, filed 16 Jul 2026.