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Apella Capital’s iShares Global Clean Energy ETF ICLN Stock Holding History

Apella Capital’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 		$687K Sell
39,708
-1,720
-4% -$31K 0.01% 453
2026
Q2 		$801K Buy
41,428
+1,391
+3% +$28.8K 0.01% 399
2026
Q1 		$777K Buy
40,037
+941
+2% +$17.1K 0.01% 396
2025
Q4 		$642K Buy
+39,096
New +$652K 0.01% 322
2022
Q2 		– Sell
-9,754
Closed -$210K – 225
2022
Q1 		$210K Hold
9,754
– – 0.03% 198
2021
Q4 		$206K Buy
+9,754
New +$224K 0.03% 195

Other funds holding ICLN

CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Apella Capital's ICLN Position: Q3 2026 in Review

Apella Capital reduced its iShares Global Clean Energy ETF (ICLN) stake by 4.2% in Q3 2026, selling an estimated $31K and leaving 39,708 shares worth $687K. The position accounts for 0.01% of the portfolio, ranked #453.

Apella Capital first reported a position in ICLN in Q4 2021 and has held it in 6 quarters since. The position peaked at $801K in Q2 2026. 22 funds tracked by Wall St. Rank hold ICLN as of Q3 2026.

  • Apella Capital held 39,708 shares of iShares Global Clean Energy ETF worth $687K as of Q3 2026.
  • Apella Capital sold 1,720 iShares Global Clean Energy ETF shares in Q3 2026, an estimated $31K.
  • iShares Global Clean Energy ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #453 holding.
  • Apella Capital first reported a position in iShares Global Clean Energy ETF in Q4 2021 and has held it in 6 quarters since.
  • Apella Capital's iShares Global Clean Energy ETF position peaked at $801K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.