Cherry Tree Wealth Management
ICLN icon

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

Cherry Tree 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 		$5.33K Hold
313
– – ﹤0.01% 486
2026
Q2 		$6.42K Hold
313
– – ﹤0.01% 479
2026
Q1 		$5.73K Hold
313
– – ﹤0.01% 476
2025
Q4 		$5.15K Hold
313
– – ﹤0.01% 481
2025
Q3 		$4.85K Hold
313
– – ﹤0.01% 474
2025
Q2 		$4.11K Hold
313
– – ﹤0.01% 496
2025
Q1 		$3.58K Hold
313
– – ﹤0.01% 569
2024
Q4 		$3.57K Sell
313
-2,897
-90% -$36.6K ﹤0.01% 504
2024
Q3 		$47.2K Buy
3,210
+18
+0.6% +$254 0.01% 263
2024
Q2 		$42.5K Buy
3,192
+71
+2% +$994 0.01% 260
2024
Q1 		$43.6K Buy
3,121
+209
+7% +$2.94K 0.01% 257
2023
Q4 		$45.3K Buy
2,912
+34
+1% +$478 0.01% 243
2023
Q3 		$42.1K Hold
2,878
– – 0.01% 240
2023
Q2 		$53K Buy
+2,878
New +$54.1K 0.02% 226

Other funds holding ICLN

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Tepp RIA
Tepp RIA Westfield, New Jersey $145M AUM 20.38% 1-Year Est. Return
Penobscot Wealth Management
Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Cherry Tree Wealth Management's ICLN Position: Q3 2026 in Review

Cherry Tree Wealth Management held its iShares Global Clean Energy ETF (ICLN) position steady in Q3 2026 at 313 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Cherry Tree Wealth Management first reported a position in ICLN in Q2 2023 and has held it in 14 quarters since. The position peaked at $53K in Q2 2023. 143 funds tracked by Wall St. Rank hold ICLN as of Q3 2026.

  • Cherry Tree Wealth Management held 313 shares of iShares Global Clean Energy ETF worth $5.33K as of Q3 2026.
  • Cherry Tree 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 Cherry Tree Wealth Management's portfolio in Q3 2026, its #486 holding.
  • Cherry Tree Wealth Management first reported a position in iShares Global Clean Energy ETF in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's iShares Global Clean Energy ETF position peaked at $53K in Q2 2023.
  • 143 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2026.

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