EPG Wealth Management
ICLN icon

EPG Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

EPG Wealth Management’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 		$11.9K Hold
698
– – ﹤0.01% 278
2026
Q2 		$14.3K Hold
698
– – ﹤0.01% 271
2026
Q1 		$12.8K Hold
698
– – ﹤0.01% 274
2025
Q4 		$11.5K Hold
698
– – ﹤0.01% 273
2025
Q3 		$10.8K Hold
698
– – ﹤0.01% 277
2025
Q2 		$9.14K Sell
698
-2,358
-77% -$28.9K ﹤0.01% 275
2025
Q1 		$34.9K Buy
3,056
+1,000
+49% +$11.4K 0.01% 310
2024
Q4 		$23.4K Hold
2,056
– – 0.01% 337
2024
Q3 		$30.2K Buy
+2,056
New +$29K 0.01% 332
2024
Q2 		– Sell
-2,365
Closed -$33.1K – 342
2024
Q1 		$33.1K Buy
2,365
+600
+34% +$8.45K 0.01% 335
2023
Q4 		$24.9K Buy
1,765
+700
+66% +$9.8K 0.01% 339
2023
Q3 		$15.6K Sell
1,065
-2,243
-68% -$37.6K ﹤0.01% 348
2023
Q2 		$60.9K Buy
3,308
+317
+11% +$5.96K 0.02% 284
2023
Q1 		$59.2K Buy
2,991
+1,263
+73% +$25K 0.02% 287
2022
Q4 		$34.3K Buy
1,728
+3
+0.2% +$59 0.01% 278
2022
Q3 		$33K Buy
+1,725
New +$36.8K 0.01% 280
2022
Q2 		– Sell
-1,712
Closed -$37K – 288
2022
Q1 		$37K Buy
1,712
+1,510
+748% +$29.6K 0.01% 305
2021
Q4 		$4K Buy
202
+1
+0.5% +$23 ﹤0.01% 379
2021
Q3 		$4K Buy
+201
New +$4.58K ﹤0.01% 354

Other funds holding ICLN

AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.97% 1-Year Est. Return
Sava Pension Fund (Sava Penzisko Drushtvo)
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $382M AUM 18.67% 1-Year Est. Return

EPG Wealth Management's ICLN Position: Q3 2026 in Review

EPG Wealth Management held its iShares Global Clean Energy ETF (ICLN) position steady in Q3 2026 at 698 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

EPG Wealth Management first reported a position in ICLN in Q3 2021 and has held it in 19 quarters since. The position peaked at $60.9K in Q2 2023. 393 funds tracked by Wall St. Rank hold ICLN as of Q3 2026.

  • EPG Wealth Management held 698 shares of iShares Global Clean Energy ETF worth $11.9K as of Q3 2026.
  • EPG Wealth Management left its iShares Global Clean Energy ETF share count unchanged in Q3 2026.
  • iShares Global Clean Energy ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q3 2026, its #278 holding.
  • EPG Wealth Management first reported a position in iShares Global Clean Energy ETF in Q3 2021 and has held it in 19 quarters since.
  • EPG Wealth Management's iShares Global Clean Energy ETF position peaked at $60.9K in Q2 2023.
  • 393 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.