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 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%	+$1.13K	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

APTFM

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

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

LPWM LLC's ICLN Position: Q2 2026 in Review

LPWM LLC held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 18,309 shares worth $375K. The position accounts for 0.08% of the portfolio, ranked #76.

LPWM LLC first reported a position in ICLN in Q1 2023 and has held it in 14 quarters since. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

LPWM LLC held 18,309 shares of iShares Global Clean Energy ETF worth $375K as of Q2 2026.
LPWM LLC left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up 0.08% of LPWM LLC's portfolio in Q2 2026, its #76 holding.
LPWM LLC first reported a position in iShares Global Clean Energy ETF in Q1 2023 and has held it in 14 quarters since.
474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.