Comprehensive Financial Planning’s iShares Global Clean Energy ETF ICLN Stock Holding History

Comprehensive Financial Planning’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 Q2	$249	Hold	12	–	–	﹤0.01%	393
2026 Q1	$221	Hold	12	–	–	﹤0.01%	371
2025 Q4	$198	Hold	12	–	–	﹤0.01%	403
2025 Q3	$186	Hold	12	–	–	﹤0.01%	338
2025 Q2	$157	Buy	12 +1	+9%	+$12	﹤0.01%	326
2025 Q1	$135	Sell	11 -1	-8%	-$11	﹤0.01%	320
2024 Q4	$135	Buy	+12	New	+$152	﹤0.01%	346

Other funds holding ICLN

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Comprehensive Financial Planning's ICLN Position: Q2 2026 in Review

Comprehensive Financial Planning held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 12 shares worth $249. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Comprehensive Financial Planning first reported a position in ICLN in Q4 2024 and has held it in 7 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Comprehensive Financial Planning held 12 shares of iShares Global Clean Energy ETF worth $249 as of Q2 2026.
Comprehensive Financial Planning left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #393 holding.
Comprehensive Financial Planning first reported a position in iShares Global Clean Energy ETF in Q4 2024 and has held it in 7 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.