Clune & Associates’s iShares Global Clean Energy ETF ICLN Stock Holding History

Clune & Associates’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	$1.53M	Sell	89,829 -1,072	-1%	-$19.3K	0.23%	67
2026 Q2	$1.86M	Buy	90,901 +17,078	+23%	+$354K	0.28%	59
2026 Q1	$1.35M	Buy	73,823 +11,761	+19%	+$214K	0.25%	76
2025 Q4	$1.02M	Buy	62,062 +2,944	+5%	+$49.1K	0.22%	91
2025 Q3	$915K	Buy	59,118 +2,942	+5%	+$41.7K	0.23%	88
2025 Q2	$736K	Buy	56,176 +2,134	+4%	+$26.2K	0.2%	92
2025 Q1	$617K	Sell	54,042 -6,739	-11%	-$76.8K	0.19%	92
2024 Q4	$692K	Buy	+60,781	New	+$769K	0.23%	86

Other funds holding ICLN

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Tepp RIA Westfield, New Jersey $145M AUM 20.38% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Washington Growth Strategies Washington, District of Columbia $183M AUM 21.53% 1-Year Est. Return

Instrumental Wealth Tampa, Florida $206M AUM 16.83% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Clune & Associates's ICLN Position: Q3 2026 in Review

Clune & Associates reduced its iShares Global Clean Energy ETF (ICLN) stake by 1.2% in Q3 2026, selling an estimated $19.3K and leaving 89,829 shares worth $1.53M. The position accounts for 0.23% of the portfolio, ranked #67.

Clune & Associates first reported a position in ICLN in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.86M in Q2 2026. 88 funds tracked by Wall St. Rank hold ICLN as of Q3 2026.

Clune & Associates held 89,829 shares of iShares Global Clean Energy ETF worth $1.53M as of Q3 2026.
Clune & Associates sold 1,072 iShares Global Clean Energy ETF shares in Q3 2026, an estimated $19.3K.
iShares Global Clean Energy ETF made up 0.23% of Clune & Associates's portfolio in Q3 2026, its #67 holding.
Clune & Associates first reported a position in iShares Global Clean Energy ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's iShares Global Clean Energy ETF position peaked at $1.86M in Q2 2026.
88 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.