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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cherry Tree Wealth Management's ICLN Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares Global Clean Energy ETF (ICLN) position steady in Q1 2026 at 313 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Cherry Tree Wealth Management first reported a position in ICLN in Q2 2023 and has held it in 12 quarters since. The position peaked at $53K in Q2 2023. 423 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

Cherry Tree Wealth Management held 313 shares of iShares Global Clean Energy ETF worth $5.73K as of Q1 2026.
Cherry Tree Wealth Management left its iShares Global Clean Energy ETF share count unchanged in Q1 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #476 holding.
Cherry Tree Wealth Management first reported a position in iShares Global Clean Energy ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares Global Clean Energy ETF position peaked at $53K in Q2 2023.
423 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.