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Baron Financial Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Baron Financial Group’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 		$246K Buy
14,475
+2,120
+17% +$38.2K 0.12% 50
2026
Q2 		$253K Buy
12,355
+855
+7% +$17.7K 0.12% 52
2026
Q1 		$210K Buy
11,500
+970
+9% +$17.7K 0.11% 52
2025
Q4 		$173K Buy
+10,530
New +$176K 0.09% 56

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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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
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

Baron Financial Group's ICLN Position: Q3 2026 in Review

Baron Financial Group increased its iShares Global Clean Energy ETF (ICLN) stake by 17% in Q3 2026, buying an estimated $38.2K and bringing the position to 14,475 shares worth $246K. The position accounts for 0.12% of the portfolio, ranked #50.

Baron Financial Group first reported a position in ICLN in Q4 2025 and has held it in 4 quarters since. The position peaked at $253K in Q2 2026. 22 funds tracked by Wall St. Rank hold ICLN as of Q3 2026.

  • Baron Financial Group held 14,475 shares of iShares Global Clean Energy ETF worth $246K as of Q3 2026.
  • Baron Financial Group bought 2,120 iShares Global Clean Energy ETF shares in Q3 2026, an estimated $38.2K.
  • iShares Global Clean Energy ETF made up 0.12% of Baron Financial Group's portfolio in Q3 2026, its #50 holding.
  • Baron Financial Group first reported a position in iShares Global Clean Energy ETF in Q4 2025 and has held it in 4 quarters since.
  • Baron Financial Group's iShares Global Clean Energy ETF position peaked at $253K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2026.

Based on Baron Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.