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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPWM LLC's ICLN Position: Q1 2026 in Review

LPWM LLC increased its iShares Global Clean Energy ETF (ICLN) stake by 36% in Q1 2026, buying an estimated $88.2K and bringing the position to 18,309 shares worth $335K. The position accounts for 0.08% of the portfolio, ranked #73.

LPWM LLC first reported a position in ICLN in Q1 2023 and has held it in 13 quarters since. 420 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

LPWM LLC held 18,309 shares of iShares Global Clean Energy ETF worth $335K as of Q1 2026.
LPWM LLC bought 4,841 iShares Global Clean Energy ETF shares in Q1 2026, an estimated $88.2K.
iShares Global Clean Energy ETF made up 0.08% of LPWM LLC's portfolio in Q1 2026, its #73 holding.
LPWM LLC first reported a position in iShares Global Clean Energy ETF in Q1 2023 and has held it in 13 quarters since.
420 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.