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 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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Perigon Wealth Management's ICLN Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in iShares Global Clean Energy ETF (ICLN) in Q2 2026: 22,328 shares worth $458K. The stake represents 0.01% of the portfolio and ranks #931 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in ICLN as recently as Q4 2024.

Perigon Wealth Management first reported a position in ICLN in Q4 2020 and has held it in 11 quarters since. 474 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Perigon Wealth Management held 22,328 shares of iShares Global Clean Energy ETF worth $458K as of Q2 2026.
iShares Global Clean Energy ETF was a new Perigon Wealth Management position in Q2 2026.
iShares Global Clean Energy ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #931 holding.
Perigon Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2020 and has held it in 11 quarters since.
474 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.