Planning Strategies’s iShares Global Clean Energy ETF ICLN Stock Holding History

Planning Strategies’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	$1.19K	Buy	+58	New	+$1.2K	﹤0.01%	717

Other funds holding ICLN

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

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

PWM

Parkway Wealth Management Plano, Texas $866M AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Planning Strategies's ICLN Position: Q2 2026 in Review

Planning Strategies opened a new position in iShares Global Clean Energy ETF (ICLN) in Q2 2026: 58 shares worth $1.19K. The stake represents ﹤0.01% of the portfolio and ranks #717 among its holdings.

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

Planning Strategies held 58 shares of iShares Global Clean Energy ETF worth $1.19K as of Q2 2026.
iShares Global Clean Energy ETF was a new Planning Strategies position in Q2 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #717 holding.
449 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.