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 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 25.53% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return