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

Peterson Wealth Services’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	$12.4K	Hold	728	–	–	﹤0.01%	178
2026 Q2	$14.9K	Hold	728	–	–	﹤0.01%	181
2026 Q1	$13.3K	Hold	728	–	–	﹤0.01%	180
2025 Q4	$12K	Sell	728 -97	-12%	-$1.62K	﹤0.01%	179
2025 Q3	$11.3K	Buy	825 +97	+13%	+$1.37K	﹤0.01%	185
2025 Q2	$9.5K	Sell	728 -272	-27%	-$3.34K	﹤0.01%	179
2025 Q1	$11.4K	Hold	1,000	–	–	﹤0.01%	179
2024 Q4	$11.4K	Hold	1,000	–	–	﹤0.01%	180
2024 Q3	$14.7K	Buy	+1,000	New	+$14.1K	﹤0.01%	181

Other funds holding ICLN

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

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

Park Avenue Securities New York $16.4B AUM 18.52% 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

Peterson Wealth Services's ICLN Position: Q3 2026 in Review

Peterson Wealth Services held its iShares Global Clean Energy ETF (ICLN) position steady in Q3 2026 at 728 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #178.

Peterson Wealth Services first reported a position in ICLN in Q3 2024 and has held it in 9 quarters since. The position peaked at $14.9K in Q2 2026. 159 funds tracked by Wall St. Rank hold ICLN as of Q3 2026.

Peterson Wealth Services held 728 shares of iShares Global Clean Energy ETF worth $12.4K as of Q3 2026.
Peterson Wealth Services left its iShares Global Clean Energy ETF share count unchanged in Q3 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Peterson Wealth Services's portfolio in Q3 2026, its #178 holding.
Peterson Wealth Services first reported a position in iShares Global Clean Energy ETF in Q3 2024 and has held it in 9 quarters since.
Peterson Wealth Services's iShares Global Clean Energy ETF position peaked at $14.9K in Q2 2026.
159 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.