Creative Planning
ICLN icon

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

Creative 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
Q1 		$2.23M Buy
122,013
+3,545
+3% +$64.6K ﹤0.01% 1809
2025
Q4 		$1.95M Sell
118,468
-29,085
-20% -$485K ﹤0.01% 1747
2025
Q3 		$2.28M Sell
147,553
-7,809
-5% -$111K ﹤0.01% 1441
2025
Q2 		$2.04M Sell
155,362
-22,023
-12% -$270K ﹤0.01% 1297
2025
Q1 		$2.03M Sell
177,385
-3,133
-2% -$35.7K ﹤0.01% 1165
2024
Q4 		$2.05M Sell
180,518
-4,383
-2% -$55.4K ﹤0.01% 1121
2024
Q3 		$2.72M Sell
184,901
-4,064
-2% -$57.2K ﹤0.01% 910
2024
Q2 		$2.52M Sell
188,965
-27,460
-13% -$385K ﹤0.01% 887
2024
Q1 		$3.03M Buy
216,425
+12,753
+6% +$180K ﹤0.01% 796
2023
Q4 		$3.17M Sell
203,672
-3,407
-2% -$47.9K 0.01% 718
2023
Q3 		$3.03M Sell
207,079
-3,863
-2% -$64.8K ﹤0.01% 686
2023
Q2 		$3.88M Sell
210,942
-8,695
-4% -$163K 0.01% 591
2023
Q1 		$4.34M Sell
219,637
-42
-0% -$832 0.01% 542
2022
Q4 		$4.36M Sell
219,679
-2,270
-1% -$44.6K 0.01% 523
2022
Q3 		$4.24M Sell
221,949
-4,649
-2% -$99.1K 0.01% 473
2022
Q2 		$4.32M Buy
226,598
+44,239
+24% +$862K 0.01% 490
2022
Q1 		$3.92M Sell
182,359
-74,157
-29% -$1.45M 0.01% 514
2021
Q4 		$5.43M Sell
256,516
-17,744
-6% -$408K 0.01% 402
2021
Q3 		$5.94M Buy
274,260
+20,150
+8% +$459K 0.01% 375
2021
Q2 		$5.96M Buy
254,110
+10,894
+4% +$249K 0.01% 363
2021
Q1 		$5.91M Buy
243,216
+57,258
+31% +$1.6M 0.01% 372
2020
Q4 		$5.25M Buy
185,958
+138,903
+295% +$3.12M 0.01% 367
2020
Q3 		$870K Buy
47,055
+3,127
+7% +$48.9K ﹤0.01% 862
2020
Q2 		$550K Buy
43,928
+3,006
+7% +$33.8K ﹤0.01% 984
2020
Q1 		$391K Sell
40,922
-26,337
-39% -$312K ﹤0.01% 1066
2019
Q4 		$790K Buy
67,259
+727
+1% +$8K ﹤0.01% 897
2019
Q3 		$725K Buy
66,532
+4,281
+7% +$46.6K ﹤0.01% 888
2019
Q2 		$662K Sell
62,251
-34,865
-36% -$354K ﹤0.01% 932
2019
Q1 		$948K Sell
97,116
-10,018
-9% -$94.2K ﹤0.01% 752
2018
Q4 		$885K Sell
107,134
-1,646
-2% -$14K ﹤0.01% 718
2018
Q3 		$936K Sell
108,780
-12,299
-10% -$108K ﹤0.01% 793
2018
Q2 		$1.06M Buy
121,079
+2,885
+2% +$27.6K ﹤0.01% 719
2018
Q1 		$1.13M Sell
118,194
-3,548
-3% -$33.6K ﹤0.01% 672
2017
Q4 		$1.14M Buy
121,742
+19,496
+19% +$177K ﹤0.01% 666
2017
Q3 		$918K Buy
102,246
+42,693
+72% +$384K ﹤0.01% 758
2017
Q2 		$510K Buy
59,553
+28,665
+93% +$246K ﹤0.01% 1001
2017
Q1 		$264K Buy
30,888
+13,423
+77% +$114K ﹤0.01% 1333
2016
Q4 		$138K Buy
17,465
+7,515
+76% +$63K ﹤0.01% 1638
2016
Q3 		$91K Hold
9,950
– – ﹤0.01% 1913
2016
Q2 		$87K Buy
9,950
+5,544
+126% +$49.1K ﹤0.01% 1759
2016
Q1 		$41K Buy
+4,406
New +$38.3K ﹤0.01% 2231

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Creative Planning's ICLN Position: Q1 2026 in Review

Creative Planning increased its iShares Global Clean Energy ETF (ICLN) stake by 3% in Q1 2026, buying an estimated $64.6K and bringing the position to 122,013 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

Creative Planning first reported a position in ICLN in Q1 2016 and has held it in 41 quarters since. The position peaked at $5.96M in Q2 2021. 420 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

  • Creative Planning held 122,013 shares of iShares Global Clean Energy ETF worth $2.23M as of Q1 2026.
  • Creative Planning bought 3,545 iShares Global Clean Energy ETF shares in Q1 2026, an estimated $64.6K.
  • iShares Global Clean Energy ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1809 holding.
  • Creative Planning first reported a position in iShares Global Clean Energy ETF in Q1 2016 and has held it in 41 quarters since.
  • Creative Planning's iShares Global Clean Energy ETF position peaked at $5.96M in Q2 2021.
  • 420 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.