BFC Planning, Inc.’s iShares Global Clean Energy ETF ICLN Stock Holding History

BFC Planning, Inc.’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	$116K	Buy	5,638 +918	+19%	+$19K	﹤0.01%	1175
2026 Q1	$86.3K	Sell	4,720 -10,326	-69%	-$188K	﹤0.01%	1158
2025 Q4	$247K	Buy	15,046 +9,228	+159%	+$154K	0.01%	790
2025 Q3	$90.1K	Buy	5,818 +2,244	+63%	+$31.8K	0.01%	967
2025 Q2	$46.9K	Buy	3,574 +39	+1%	+$478	﹤0.01%	1155
2025 Q1	$40.4K	Hold	3,535	–	–	﹤0.01%	1191
2024 Q4	$40.2K	Buy	+3,535	New	+$44.7K	﹤0.01%	1200

Other funds holding ICLN

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

BFC Planning, Inc.'s ICLN Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares Global Clean Energy ETF (ICLN) stake by 19% in Q2 2026, buying an estimated $19K and bringing the position to 5,638 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

BFC Planning, Inc. first reported a position in ICLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $247K in Q4 2025. 480 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

BFC Planning, Inc. held 5,638 shares of iShares Global Clean Energy ETF worth $116K as of Q2 2026.
BFC Planning, Inc. bought 918 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $19K.
iShares Global Clean Energy ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1175 holding.
BFC Planning, Inc. first reported a position in iShares Global Clean Energy ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares Global Clean Energy ETF position peaked at $247K in Q4 2025.
480 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.