Cornerstone Planning Group
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Cornerstone Planning Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Cornerstone Planning 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 		– Sell
-3,109
Closed -$57.6K – 872
2026
Q2 		$57.6K Buy
+3,109
New +$64.5K 0.01% 374
2026
Q1 		– Sell
-129
Closed -$2.46K – 1863
2025
Q4 		$2.46K Buy
+129
New +$2.15K ﹤0.01% 1148
2022
Q4 		$20.6K Buy
+1,010
New +$19.9K 0.01% 436

Other funds holding ICLN

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
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
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Washington Growth Strategies
Washington Growth Strategies Washington, District of Columbia $183M AUM 21.53% 1-Year Est. Return

Cornerstone Planning Group's ICLN Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2026, closing a stake of 3,109 shares — an estimated $57.6K sold.

Cornerstone Planning Group first reported a position in ICLN in Q4 2022 and held it in 3 quarters. The position peaked at $57.6K in Q2 2026. 106 funds tracked by Wall St. Rank hold ICLN as of Q3 2026.

  • Cornerstone Planning Group reported no remaining iShares Global Clean Energy ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 3,109 iShares Global Clean Energy ETF shares in Q3 2026, an estimated $57.6K.
  • Cornerstone Planning Group first reported a position in iShares Global Clean Energy ETF in Q4 2022 and held it in 3 quarters.
  • Cornerstone Planning Group's iShares Global Clean Energy ETF position peaked at $57.6K in Q2 2026.
  • 106 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.