LPWM LLC’s iShares Global Clean Energy ETF ICLN Stock Holding History

LPWM LLC’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	$311K	Hold	18,309	–	–	0.07%	81
2026 Q2	$375K	Hold	18,309	–	–	0.08%	76
2026 Q1	$335K	Buy	18,309 +4,841	+36%	+$88.2K	0.08%	73
2025 Q4	$221K	Sell	13,468 -3,335	-20%	-$55.6K	0.06%	84
2025 Q3	$260K	Buy	16,803 +1,533	+10%	+$21.7K	0.07%	74
2025 Q2	$200K	Hold	15,270	–	–	0.06%	83
2025 Q1	$174K	Hold	15,270	–	–	0.06%	84
2024 Q4	$174K	Hold	15,270	–	–	0.06%	78
2024 Q3	$217K	Hold	15,270	–	–	0.07%	73
2024 Q2	$209K	Buy	15,270 +1,500	+11%	+$21K	0.07%	74
2024 Q1	$190K	Hold	13,770	–	–	0.07%	70
2023 Q4	$204K	Buy	13,770 +80	+0.6%	+$1.12K	0.08%	68
2023 Q3	$192K	Buy	13,690 +300	+2%	+$5.03K	0.09%	65
2023 Q2	$246K	Buy	13,390 +40	+0.3%	+$752	0.11%	59
2023 Q1	$264K	Buy	+13,350	New	+$264K	0.13%	54

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

LPWM LLC's ICLN Position: Q3 2026 in Review

LPWM LLC held its iShares Global Clean Energy ETF (ICLN) position steady in Q3 2026 at 18,309 shares worth $311K. The position accounts for 0.07% of the portfolio, ranked #81.

LPWM LLC first reported a position in ICLN in Q1 2023 and has held it in 15 quarters since. The position peaked at $375K in Q2 2026. 106 funds tracked by Wall St. Rank hold ICLN as of Q3 2026.

LPWM LLC held 18,309 shares of iShares Global Clean Energy ETF worth $311K as of Q3 2026.
LPWM LLC left its iShares Global Clean Energy ETF share count unchanged in Q3 2026.
iShares Global Clean Energy ETF made up 0.07% of LPWM LLC's portfolio in Q3 2026, its #81 holding.
LPWM LLC first reported a position in iShares Global Clean Energy ETF in Q1 2023 and has held it in 15 quarters since.
LPWM LLC's iShares Global Clean Energy ETF position peaked at $375K in Q2 2026.
106 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.