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SHP Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

SHP 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
Q1 		$62.9K Buy
3,438
+143
+4% +$2.6K ﹤0.01% 451
2025
Q4 		$54.1K Buy
+3,295
New +$54.9K ﹤0.01% 456

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SHP Wealth Management's ICLN Position: Q1 2026 in Review

SHP Wealth Management increased its iShares Global Clean Energy ETF (ICLN) stake by 4.3% in Q1 2026, buying an estimated $2.6K and bringing the position to 3,438 shares worth $62.9K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

SHP Wealth Management first reported a position in ICLN in Q4 2025 and has held it in 2 quarters since. 422 funds tracked by Wall St. Rank hold ICLN as of Q1 2026.

  • SHP Wealth Management held 3,438 shares of iShares Global Clean Energy ETF worth $62.9K as of Q1 2026.
  • SHP Wealth Management bought 143 iShares Global Clean Energy ETF shares in Q1 2026, an estimated $2.6K.
  • iShares Global Clean Energy ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #451 holding.
  • SHP Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2025 and has held it in 2 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.