Next Level Wealth Planning’s iShares Global Clean Energy ETF ICLN Stock Holding History

Next Level Wealth Planning’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	$7.84K	Buy	+461	New	+$8.31K	﹤0.01%	355

Other funds holding ICLN

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Next Level Wealth Planning's ICLN Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares Global Clean Energy ETF (ICLN) in Q3 2026: 461 shares worth $7.84K. The stake represents ﹤0.01% of the portfolio and ranks #355 among its holdings.

245 funds tracked by Wall St. Rank hold ICLN as of Q3 2026.

Next Level Wealth Planning held 461 shares of iShares Global Clean Energy ETF worth $7.84K as of Q3 2026.
iShares Global Clean Energy ETF was a new Next Level Wealth Planning position in Q3 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #355 holding.
245 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.