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

Planning Strategies Inc.’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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

MWM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GIC

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Planning Strategies Inc.'s ICLN Position: Q2 2026 in Review

Planning Strategies Inc. 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.

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

Planning Strategies Inc. 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 Inc. position in Q2 2026.
iShares Global Clean Energy ETF made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #717 holding.
179 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

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