Perigon Wealth Management
ICLN icon

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

Perigon 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
Q3 		$487K Buy
28,672
+6,344
+28% +$114K 0.01% 927
2026
Q2 		$458K Buy
+22,328
New +$463K 0.01% 931
2025
Q1 		– Sell
-14,983
Closed -$171K – 1063
2024
Q4 		$171K Sell
14,983
-10,384
-41% -$131K ﹤0.01% 997
2024
Q3 		$373K Buy
25,367
+8,613
+51% +$121K 0.01% 707
2024
Q2 		$223K Sell
16,754
-2,239
-12% -$31.4K 0.01% 782
2024
Q1 		$266K Sell
18,993
-1,671
-8% -$23.5K 0.01% 715
2023
Q4 		$322K Buy
20,664
+8,056
+64% +$113K 0.01% 629
2023
Q3 		$184K Buy
12,608
+347
+3% +$5.82K 0.01% 739
2023
Q2 		$226K Buy
+12,261
New +$231K 0.01% 703
2021
Q3 		– Sell
-9,373
Closed -$220K – 546
2021
Q2 		$220K Buy
9,373
+415
+5% +$9.47K 0.02% 478
2021
Q1 		$218K Buy
8,958
+4,295
+92% +$120K 0.02% 452
2020
Q4 		$132K Buy
+4,663
New +$105K 0.02% 484

Other funds holding ICLN

AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Perigon Wealth Management's ICLN Position: Q3 2026 in Review

Perigon Wealth Management increased its iShares Global Clean Energy ETF (ICLN) stake by 28% in Q3 2026, buying an estimated $114K and bringing the position to 28,672 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #927.

Perigon Wealth Management first reported a position in ICLN in Q4 2020 and has held it in 12 quarters since. 245 funds tracked by Wall St. Rank hold ICLN as of Q3 2026.

  • Perigon Wealth Management held 28,672 shares of iShares Global Clean Energy ETF worth $487K as of Q3 2026.
  • Perigon Wealth Management bought 6,344 iShares Global Clean Energy ETF shares in Q3 2026, an estimated $114K.
  • iShares Global Clean Energy ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #927 holding.
  • Perigon Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2020 and has held it in 12 quarters since.
  • 245 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.