Physician Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Physician Wealth Advisors’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	$5.61K	Buy	+274	New	+$5.68K	﹤0.01%	1042

Other funds holding ICLN

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return

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

Physician Wealth Advisors's ICLN Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in iShares Global Clean Energy ETF (ICLN) in Q2 2026: 274 shares worth $5.61K. The stake represents ﹤0.01% of the portfolio and ranks #1042 among its holdings.

102 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Physician Wealth Advisors held 274 shares of iShares Global Clean Energy ETF worth $5.61K as of Q2 2026.
iShares Global Clean Energy ETF was a new Physician Wealth Advisors position in Q2 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1042 holding.
102 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.