McDonald Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

McDonald Partners’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	$101K	Hold	5,960	–	–	0.02%	265
2026 Q2	$122K	Buy	+5,960	New	+$124K	0.03%	256
2025 Q3	–	Sell	-10,284	Closed	-$135K	–	240
2025 Q2	$135K	Buy	+10,284	New	+$126K	0.03%	248
2022 Q3	–	Sell	-10,793	Closed	-$206K	–	244
2022 Q2	$206K	Buy	10,793 +260	+2%	+$5.07K	0.05%	278
2022 Q1	$227K	Buy	+10,533	New	+$206K	0.05%	284
2021 Q3	–	Sell	-8,983	Closed	-$211K	–	302
2021 Q2	$211K	Hold	8,983	–	–	0.05%	288
2021 Q1	$218K	Buy	8,983 +760	+9%	+$21.3K	0.06%	269
2020 Q4	$232K	Buy	+8,223	New	+$185K	0.07%	249

Other funds holding ICLN

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.97% 1-Year Est. Return

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $382M AUM 18.67% 1-Year Est. Return

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

McDonald Partners's ICLN Position: Q3 2026 in Review

McDonald Partners held its iShares Global Clean Energy ETF (ICLN) position steady in Q3 2026 at 5,960 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #265.

McDonald Partners first reported a position in ICLN in Q4 2020 and has held it in 8 quarters since. The position peaked at $232K in Q4 2020. 344 funds tracked by Wall St. Rank hold ICLN as of Q3 2026.

McDonald Partners held 5,960 shares of iShares Global Clean Energy ETF worth $101K as of Q3 2026.
McDonald Partners left its iShares Global Clean Energy ETF share count unchanged in Q3 2026.
iShares Global Clean Energy ETF made up 0.02% of McDonald Partners's portfolio in Q3 2026, its #265 holding.
McDonald Partners first reported a position in iShares Global Clean Energy ETF in Q4 2020 and has held it in 8 quarters since.
McDonald Partners's iShares Global Clean Energy ETF position peaked at $232K in Q4 2020.
344 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.