Activest Wealth Management
ICLN icon

Activest Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Activest Wealth 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
Q3 		$1.7K Hold
100
– – ﹤0.01% 815
2026
Q2 		$2.05K Hold
100
– – ﹤0.01% 849
2026
Q1 		$1.83K Hold
100
– – ﹤0.01% 968
2025
Q4 		$1.64K Hold
100
– – ﹤0.01% 910
2025
Q3 		$1.55K Hold
100
– – ﹤0.01% 814
2025
Q2 		$1.31K Hold
100
– – ﹤0.01% 738
2025
Q1 		$1.14K Sell
100
-2,305
-96% -$26.3K ﹤0.01% 746
2024
Q4 		$27.4K Buy
2,405
+1
+0% +$13 0.01% 222
2024
Q3 		$35.3K Sell
2,404
-4,000
-62% -$56.3K 0.01% 205
2024
Q2 		$85.3K Buy
6,404
+6,072
+1,829% +$85K 0.03% 135
2024
Q1 		$4.64K Hold
332
– – ﹤0.01% 263
2023
Q4 		$5.16K Buy
332
+2
+0.6% +$28 ﹤0.01% 228
2023
Q3 		$4.83K Buy
+330
New +$5.54K ﹤0.01% 227
2023
Q2 		– Sell
-329
Closed -$6.42K – 342
2023
Q1 		$6.42K Buy
+329
New +$6.52K ﹤0.01% 199
2022
Q3 		– Sell
-329
Closed -$6K – 517
2022
Q2 		$6K Buy
329
+1
+0.3% +$19 ﹤0.01% 244
2022
Q1 		$7K Hold
328
– – ﹤0.01% 233
2021
Q4 		$7K Buy
328
+1
+0.3% +$23 ﹤0.01% 234
2021
Q3 		$7K Hold
327
– – ﹤0.01% 257
2021
Q2 		$8K Buy
327
+1
+0.3% +$23 0.01% 220
2021
Q1 		$8K Buy
+326
New +$9.12K 0.01% 206

Other funds holding ICLN

AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.97% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Activest Wealth Management's ICLN Position: Q3 2026 in Review

Activest Wealth Management held its iShares Global Clean Energy ETF (ICLN) position steady in Q3 2026 at 100 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Activest Wealth Management first reported a position in ICLN in Q1 2021 and has held it in 20 quarters since. The position peaked at $85.3K in Q2 2024. 287 funds tracked by Wall St. Rank hold ICLN as of Q3 2026.

  • Activest Wealth Management held 100 shares of iShares Global Clean Energy ETF worth $1.7K as of Q3 2026.
  • Activest Wealth Management left its iShares Global Clean Energy ETF share count unchanged in Q3 2026.
  • iShares Global Clean Energy ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #815 holding.
  • Activest Wealth Management first reported a position in iShares Global Clean Energy ETF in Q1 2021 and has held it in 20 quarters since.
  • Activest Wealth Management's iShares Global Clean Energy ETF position peaked at $85.3K in Q2 2024.
  • 287 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.