MinichMacGregor Wealth Management
ICLN icon

MinichMacGregor Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

MinichMacGregor Wealth Management’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 		$4.94M Sell
290,733
-473,130
-62% -$8.52M 0.8% 42
2026
Q2 		$15.7M Buy
763,863
+295,924
+63% +$6.14M 2.37% 13
2026
Q1 		$8.56M Buy
467,939
+228,682
+96% +$4.16M 1.51% 30
2025
Q4 		$3.93M Buy
239,257
+163,343
+215% +$2.72M 0.71% 44
2025
Q3 		$1.18M Buy
+75,914
New +$1.07M 0.23% 52
2023
Q1 		– Sell
-55
Closed -$1.09K – 330
2022
Q4 		$1.09K Buy
+55
New +$1.08K ﹤0.01% 627

Other funds holding ICLN

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Tepp RIA
Tepp RIA Westfield, New Jersey $145M AUM 20.38% 1-Year Est. Return
Penobscot Wealth Management
Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

MinichMacGregor Wealth Management's ICLN Position: Q3 2026 in Review

MinichMacGregor Wealth Management reduced its iShares Global Clean Energy ETF (ICLN) stake by 62% in Q3 2026, selling an estimated $8.52M and leaving 290,733 shares worth $4.94M. The position accounts for 0.8% of the portfolio, ranked #42.

MinichMacGregor Wealth Management first reported a position in ICLN in Q4 2022 and has held it in 6 quarters since. The position peaked at $15.7M in Q2 2026. 159 funds tracked by Wall St. Rank hold ICLN as of Q3 2026.

  • MinichMacGregor Wealth Management held 290,733 shares of iShares Global Clean Energy ETF worth $4.94M as of Q3 2026.
  • MinichMacGregor Wealth Management sold 473,130 iShares Global Clean Energy ETF shares in Q3 2026, an estimated $8.52M.
  • iShares Global Clean Energy ETF made up 0.8% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #42 holding.
  • MinichMacGregor Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2022 and has held it in 6 quarters since.
  • MinichMacGregor Wealth Management's iShares Global Clean Energy ETF position peaked at $15.7M in Q2 2026.
  • 159 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.