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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s iShares Global Clean Energy ETF ICLN Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, 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
Q3 		$13.2K Buy
+779
New +$14K ﹤0.01% 958
2026
Q2 		– Sell
-1,118
Closed -$20.4K – 2474
2026
Q1 		$20.4K Sell
1,118
-9,497
-89% -$173K ﹤0.01% 1301
2025
Q4 		$174K Buy
10,615
+8,105
+323% +$135K 0.02% 561
2025
Q3 		$38.9K Buy
2,510
+1,978
+372% +$28K 0.01% 1015
2025
Q2 		$6.98K Buy
+532
New +$6.52K ﹤0.01% 1672
2024
Q4 		– Sell
-137
Closed -$2.01K – 2179
2024
Q3 		$2.01K Buy
+137
New +$1.93K ﹤0.01% 1975

Other funds holding ICLN

AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.97% 1-Year Est. Return
Sava Pension Fund (Sava Penzisko Drushtvo)
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $382M AUM 18.67% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s ICLN Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. opened a new position in iShares Global Clean Energy ETF (ICLN) in Q3 2026: 779 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #958 among its holdings. This is a return to the name: BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. previously reported a position in ICLN as recently as Q1 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in ICLN in Q3 2024 and has held it in 6 quarters since. The position peaked at $174K in Q4 2025. 385 funds tracked by Wall St. Rank hold ICLN as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 779 shares of iShares Global Clean Energy ETF worth $13.2K as of Q3 2026.
  • iShares Global Clean Energy ETF was a new BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. position in Q3 2026.
  • iShares Global Clean Energy ETF made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #958 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in iShares Global Clean Energy ETF in Q3 2024 and has held it in 6 quarters since.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s iShares Global Clean Energy ETF position peaked at $174K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.