United Financial Planning Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

United Financial Planning Group’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	$10.5K	Buy	514 +1	+0.2%	+$21	0.01%	242
2026 Q1	$9.38K	Hold	513	–	–	0.01%	221
2025 Q4	$8.42K	Buy	513 +4	+0.8%	+$67	0.01%	222
2025 Q3	$7.87K	Buy	+509	New	+$7.21K	0.01%	165

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

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

PWM

Parkway Wealth Management Plano, Texas $866M AUM

United Financial Planning Group's ICLN Position: Q2 2026 in Review

United Financial Planning Group increased its iShares Global Clean Energy ETF (ICLN) stake by 0.19% in Q2 2026, buying an estimated $21 and bringing the position to 514 shares worth $10.5K. The position accounts for 0.01% of the portfolio, ranked #242.

United Financial Planning Group first reported a position in ICLN in Q3 2025 and has held it in 4 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

United Financial Planning Group held 514 shares of iShares Global Clean Energy ETF worth $10.5K as of Q2 2026.
United Financial Planning Group bought 1 iShares Global Clean Energy ETF share in Q2 2026, an estimated $21.
iShares Global Clean Energy ETF made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #242 holding.
United Financial Planning Group first reported a position in iShares Global Clean Energy ETF in Q3 2025 and has held it in 4 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.