LVW Advisors
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LVW Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

LVW Advisors’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 		– Sell
-13,348
Closed -$273K – 489
2026
Q2 		$273K Buy
+13,348
New +$277K 0.02% 371

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Citigroup
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Generali Investments CEE
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Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealthfront Advisers
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MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

LVW Advisors's ICLN Position: Q3 2026 in Review

LVW Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2026, closing a stake of 13,348 shares — an estimated $273K sold.

LVW Advisors first reported a position in ICLN in Q2 2026 and held it in 1 quarter. The position peaked at $273K in Q2 2026. 287 funds tracked by Wall St. Rank hold ICLN as of Q3 2026.

  • LVW Advisors reported no remaining iShares Global Clean Energy ETF position as of Q3 2026 after selling out during the quarter.
  • LVW Advisors sold 13,348 iShares Global Clean Energy ETF shares in Q3 2026, an estimated $273K.
  • LVW Advisors first reported a position in iShares Global Clean Energy ETF in Q2 2026 and held it in 1 quarter.
  • LVW Advisors's iShares Global Clean Energy ETF position peaked at $273K in Q2 2026.
  • 287 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.