Financial Planning Fort Collins’s iShares Global Clean Energy ETF ICLN Stock Holding History

Financial Planning Fort Collins’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	$247K	Buy	12,785 +24	+0.2%	+$498	0.19%	31
2026 Q1	$255K	Sell	12,761 -1,338	-9%	-$24.4K	0.19%	31
2025 Q4	$232K	Buy	+14,099	New	+$235K	0.2%	27

Other funds holding ICLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 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

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Financial Planning Fort Collins's ICLN Position: Q2 2026 in Review

Financial Planning Fort Collins increased its iShares Global Clean Energy ETF (ICLN) stake by 0.19% in Q2 2026, buying an estimated $498 and bringing the position to 12,785 shares worth $247K. The position accounts for 0.19% of the portfolio, ranked #31.

Financial Planning Fort Collins first reported a position in ICLN in Q4 2025 and has held it in 3 quarters since. The position peaked at $255K in Q1 2026. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Financial Planning Fort Collins held 12,785 shares of iShares Global Clean Energy ETF worth $247K as of Q2 2026.
Financial Planning Fort Collins bought 24 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $498.
iShares Global Clean Energy ETF made up 0.19% of Financial Planning Fort Collins's portfolio in Q2 2026, its #31 holding.
Financial Planning Fort Collins first reported a position in iShares Global Clean Energy ETF in Q4 2025 and has held it in 3 quarters since.
Financial Planning Fort Collins's iShares Global Clean Energy ETF position peaked at $255K in Q1 2026.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Financial Planning Fort Collins's 13F filing for Q2 2026, filed 10 Jul 2026.