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

Unique Wealth’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	$2.16M	Sell	126,822 -2,252	-2%	-$40.6K	0.25%	66
2026 Q2	$2.64M	Sell	129,074 -8,739	-6%	-$181K	0.31%	59
2026 Q1	$2.52M	Sell	137,813 -6,459	-4%	-$118K	0.35%	53
2025 Q4	$2.37M	Sell	144,272 -6	-0%	-$100	0.33%	61
2025 Q3	$2.23M	Buy	144,278 +106	+0.1%	+$1.5K	0.33%	62
2025 Q2	$1.89M	Buy	144,172 +17,836	+14%	+$219K	0.31%	67
2025 Q1	$1.44M	Buy	+126,336	New	+$1.44M	0.27%	70

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

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Unique Wealth's ICLN Position: Q3 2026 in Review

Unique Wealth reduced its iShares Global Clean Energy ETF (ICLN) stake by 1.7% in Q3 2026, selling an estimated $40.6K and leaving 126,822 shares worth $2.16M. The position accounts for 0.25% of the portfolio, ranked #66.

Unique Wealth first reported a position in ICLN in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.64M in Q2 2026. 159 funds tracked by Wall St. Rank hold ICLN as of Q3 2026.

Unique Wealth held 126,822 shares of iShares Global Clean Energy ETF worth $2.16M as of Q3 2026.
Unique Wealth sold 2,252 iShares Global Clean Energy ETF shares in Q3 2026, an estimated $40.6K.
iShares Global Clean Energy ETF made up 0.25% of Unique Wealth's portfolio in Q3 2026, its #66 holding.
Unique Wealth first reported a position in iShares Global Clean Energy ETF in Q1 2025 and has held it in 7 quarters since.
Unique Wealth's iShares Global Clean Energy ETF position peaked at $2.64M in Q2 2026.
159 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.