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Ferguson Wellman Capital Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Ferguson Wellman Capital 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 		$827K Buy
48,660
+3,100
+7% +$55.9K 0.01% 244
2026
Q2 		$934K Hold
45,560
– – 0.01% 238
2026
Q1 		$833K Buy
45,560
+1,160
+3% +$21.1K 0.01% 236
2025
Q4 		$729K Hold
44,400
– – 0.01% 204
2025
Q3 		$687K Hold
44,400
– – 0.01% 221
2025
Q2 		$582K Buy
44,400
+27,850
+168% +$341K 0.01% 226
2025
Q1 		$189K Buy
16,550
+1,450
+10% +$16.5K ﹤0.01% 353
2024
Q4 		$172K Sell
15,100
-2,582
-15% -$32.7K ﹤0.01% 341
2024
Q3 		$260K Sell
17,682
-1,081
-6% -$15.2K 0.01% 324
2024
Q2 		$250K Buy
18,763
+122
+0.7% +$1.71K 0.01% 328
2024
Q1 		$261K Hold
18,641
– – 0.01% 328
2023
Q4 		$290K Sell
18,641
-1,360
-7% -$19.1K 0.01% 317
2023
Q3 		$292K Hold
20,001
– – 0.01% 295
2023
Q2 		$368K Buy
20,001
+1,081
+6% +$20.3K 0.01% 277
2023
Q1 		$374K Hold
18,920
– – 0.01% 278
2022
Q4 		$376K Buy
18,920
+3,040
+19% +$59.8K 0.01% 272
2022
Q3 		$303K Hold
15,880
– – 0.01% 262
2022
Q2 		$303K Hold
15,880
– – 0.01% 269
2022
Q1 		$342K Buy
15,880
+1,590
+11% +$31.1K 0.01% 276
2021
Q4 		$303K Buy
+14,290
New +$329K 0.01% 286

Other funds holding ICLN

CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Ferguson Wellman Capital Management's ICLN Position: Q3 2026 in Review

Ferguson Wellman Capital Management increased its iShares Global Clean Energy ETF (ICLN) stake by 6.8% in Q3 2026, buying an estimated $55.9K and bringing the position to 48,660 shares worth $827K. The position accounts for 0.01% of the portfolio, ranked #244.

Ferguson Wellman Capital Management first reported a position in ICLN in Q4 2021 and has held it in 20 quarters since. The position peaked at $934K in Q2 2026. 22 funds tracked by Wall St. Rank hold ICLN as of Q3 2026.

  • Ferguson Wellman Capital Management held 48,660 shares of iShares Global Clean Energy ETF worth $827K as of Q3 2026.
  • Ferguson Wellman Capital Management bought 3,100 iShares Global Clean Energy ETF shares in Q3 2026, an estimated $55.9K.
  • iShares Global Clean Energy ETF made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #244 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares Global Clean Energy ETF in Q4 2021 and has held it in 20 quarters since.
  • Ferguson Wellman Capital Management's iShares Global Clean Energy ETF position peaked at $934K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.