CPG
ICLN icon

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
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

APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
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
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

Cornerstone Planning Group's ICLN Position: Q2 2026 in Review

Cornerstone Planning Group opened a new position in iShares Global Clean Energy ETF (ICLN) in Q2 2026: 3,109 shares worth $57.6K. The stake represents 0.01% of the portfolio and ranks #374 among its holdings. This is a return to the name: Cornerstone Planning Group previously reported a position in ICLN as recently as Q4 2025.

Cornerstone Planning Group first reported a position in ICLN in Q4 2022 and has held it in 3 quarters since. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Cornerstone Planning Group held 3,109 shares of iShares Global Clean Energy ETF worth $57.6K as of Q2 2026.
  • iShares Global Clean Energy ETF was a new Cornerstone Planning Group position in Q2 2026.
  • iShares Global Clean Energy ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #374 holding.
  • Cornerstone Planning Group first reported a position in iShares Global Clean Energy ETF in Q4 2022 and has held it in 3 quarters since.
  • 474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.