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 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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

MinichMacGregor Wealth Management's ICLN Position: Q2 2026 in Review

MinichMacGregor Wealth Management increased its iShares Global Clean Energy ETF (ICLN) stake by 63% in Q2 2026, buying an estimated $6.14M and bringing the position to 763,863 shares worth $15.7M. The position accounts for 2.37% of the portfolio, ranked #13.

MinichMacGregor Wealth Management first reported a position in ICLN in Q4 2022 and has held it in 5 quarters since. 188 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

MinichMacGregor Wealth Management held 763,863 shares of iShares Global Clean Energy ETF worth $15.7M as of Q2 2026.
MinichMacGregor Wealth Management bought 295,924 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $6.14M.
iShares Global Clean Energy ETF made up 2.37% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #13 holding.
MinichMacGregor Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2022 and has held it in 5 quarters since.
188 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.