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

Olistico Wealth’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	$41.1K	Hold	2,418	–	–	0.02%	175
2026 Q2	$49.5K	Buy	2,418 +6	+0.2%	+$124	0.02%	168
2026 Q1	$44.1K	Hold	2,412	–	–	0.02%	169
2025 Q4	$39.6K	Buy	+2,412	New	+$40.2K	0.02%	175
2025 Q3	–	Sell	-2,393	Closed	-$31.4K	–	200
2025 Q2	$31.4K	Buy	2,393 +27	+1%	+$331	0.02%	198
2025 Q1	$27K	Sell	2,366 -1	-0%	-$11	0.02%	196
2024 Q4	$26.9K	Buy	2,367 +24	+1%	+$304	0.02%	195
2024 Q3	$34.4K	Hold	2,343	–	–	0.02%	183
2024 Q2	$31.2K	Buy	+2,343	New	+$32.8K	0.02%	184

Other funds holding ICLN

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 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

Tepp RIA Westfield, New Jersey $145M AUM 20.38% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

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

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Washington Growth Strategies Washington, District of Columbia $183M AUM 21.53% 1-Year Est. Return

Olistico Wealth's ICLN Position: Q3 2026 in Review

Olistico Wealth held its iShares Global Clean Energy ETF (ICLN) position steady in Q3 2026 at 2,418 shares worth $41.1K. The position accounts for 0.02% of the portfolio, ranked #175.

Olistico Wealth first reported a position in ICLN in Q2 2024 and has held it in 9 quarters since. The position peaked at $49.5K in Q2 2026. 106 funds tracked by Wall St. Rank hold ICLN as of Q3 2026.

Olistico Wealth held 2,418 shares of iShares Global Clean Energy ETF worth $41.1K as of Q3 2026.
Olistico Wealth left its iShares Global Clean Energy ETF share count unchanged in Q3 2026.
iShares Global Clean Energy ETF made up 0.02% of Olistico Wealth's portfolio in Q3 2026, its #175 holding.
Olistico Wealth first reported a position in iShares Global Clean Energy ETF in Q2 2024 and has held it in 9 quarters since.
Olistico Wealth's iShares Global Clean Energy ETF position peaked at $49.5K in Q2 2026.
106 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.