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 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	$9.54K	Sell	728 -272	-27%	-$3.33K	﹤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

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

Peterson Wealth Services's ICLN Position: Q2 2026 in Review

Peterson Wealth Services held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 728 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Peterson Wealth Services first reported a position in ICLN in Q3 2024 and has held it in 8 quarters since. 477 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Peterson Wealth Services held 728 shares of iShares Global Clean Energy ETF worth $14.9K as of Q2 2026.
Peterson Wealth Services left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Peterson Wealth Services's portfolio in Q2 2026, its #181 holding.
Peterson Wealth Services first reported a position in iShares Global Clean Energy ETF in Q3 2024 and has held it in 8 quarters since.
477 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.