MJT & Associates Financial Advisory’s iShares Global Clean Energy ETF ICLN Stock Holding History

MJT & Associates Financial Advisory’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	$43.4K	Buy	2,552 +294	+13%	+$5.3K	0.03%	77
2026 Q2	$46.3K	Sell	2,258 -116	-5%	-$2.4K	0.03%	85
2026 Q1	$43.4K	Hold	2,374	–	–	0.03%	88
2025 Q4	$39K	Hold	2,374	–	–	0.03%	94
2025 Q3	$36.8K	Buy	2,374 +723	+44%	+$10.2K	0.03%	93
2025 Q2	$21.6K	Sell	1,651 -716	-30%	-$8.78K	0.03%	141
2025 Q1	$27K	Buy	+2,367	New	+$27K	0.03%	132

Other funds holding ICLN

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

MJT & Associates Financial Advisory's ICLN Position: Q3 2026 in Review

MJT & Associates Financial Advisory increased its iShares Global Clean Energy ETF (ICLN) stake by 13% in Q3 2026, buying an estimated $5.3K and bringing the position to 2,552 shares worth $43.4K. The position accounts for 0.03% of the portfolio, ranked #77.

MJT & Associates Financial Advisory first reported a position in ICLN in Q1 2025 and has held it in 7 quarters since. The position peaked at $46.3K in Q2 2026. 22 funds tracked by Wall St. Rank hold ICLN as of Q3 2026.

MJT & Associates Financial Advisory held 2,552 shares of iShares Global Clean Energy ETF worth $43.4K as of Q3 2026.
MJT & Associates Financial Advisory bought 294 iShares Global Clean Energy ETF shares in Q3 2026, an estimated $5.3K.
iShares Global Clean Energy ETF made up 0.03% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #77 holding.
MJT & Associates Financial Advisory first reported a position in iShares Global Clean Energy ETF in Q1 2025 and has held it in 7 quarters since.
MJT & Associates Financial Advisory's iShares Global Clean Energy ETF position peaked at $46.3K in Q2 2026.
22 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.