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

Instrumental Wealth’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	$977K	Buy	57,444 +6,236	+12%	+$112K	0.47%	25
2026 Q2	$1.05M	Buy	51,208 +1,502	+3%	+$31.1K	0.53%	22
2026 Q1	$909K	Buy	49,706 +1,234	+3%	+$22.5K	0.56%	20
2025 Q4	$905K	Buy	48,472 +8,525	+21%	+$142K	0.54%	21
2025 Q3	$680K	Buy	39,947 +272	+0.7%	+$3.85K	0.48%	28
2025 Q2	$536K	Buy	39,675 +3,911	+11%	+$48K	0.43%	27
2025 Q1	$424K	Buy	35,764 +4,902	+16%	+$55.9K	0.38%	29
2024 Q4	$351K	Sell	30,862 -176,970	-85%	-$2.24M	0.33%	31
2024 Q3	$2.84M	Buy	207,832 +7,431	+4%	+$105K	2.77%	10
2024 Q2	$2.79M	Buy	200,401 +16,903	+9%	+$237K	2.88%	11
2024 Q1	$2.77M	Buy	183,498 +87,981	+92%	+$1.24M	1.2%	12
2023 Q4	$1.33M	Buy	95,517 +15,574	+19%	+$219K	1.44%	13
2023 Q3	$1.14M	Buy	79,943 +31,559	+65%	+$530K	1.33%	12
2023 Q2	$901K	Buy	+48,384	New	+$910K	1.08%	15

Other funds holding ICLN

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Tepp RIA Westfield, New Jersey $145M AUM 20.38% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Washington Growth Strategies Washington, District of Columbia $183M AUM 21.53% 1-Year Est. Return

Instrumental Wealth's ICLN Position: Q3 2026 in Review

Instrumental Wealth increased its iShares Global Clean Energy ETF (ICLN) stake by 12% in Q3 2026, buying an estimated $112K and bringing the position to 57,444 shares worth $977K. The position accounts for 0.47% of the portfolio, ranked #25.

Instrumental Wealth first reported a position in ICLN in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.84M in Q3 2024. 106 funds tracked by Wall St. Rank hold ICLN as of Q3 2026.

Instrumental Wealth held 57,444 shares of iShares Global Clean Energy ETF worth $977K as of Q3 2026.
Instrumental Wealth bought 6,236 iShares Global Clean Energy ETF shares in Q3 2026, an estimated $112K.
iShares Global Clean Energy ETF made up 0.47% of Instrumental Wealth's portfolio in Q3 2026, its #25 holding.
Instrumental Wealth first reported a position in iShares Global Clean Energy ETF in Q2 2023 and has held it in 14 quarters since.
Instrumental Wealth's iShares Global Clean Energy ETF position peaked at $2.84M in Q3 2024.
106 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.