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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$107K	Buy	5,852 +3,437	+142%	+$62.6K	﹤0.01%	1781
2025 Q4	$39.7K	Sell	2,415 -67	-3%	-$1.12K	﹤0.01%	1895
2025 Q3	$38.4K	Buy	2,482 +2	+0.1%	+$28	﹤0.01%	1771
2025 Q2	$32.5K	Sell	2,480 -562	-18%	-$6.89K	﹤0.01%	1675
2025 Q1	$34.7K	Sell	3,042 -302	-9%	-$3.44K	﹤0.01%	1638
2024 Q4	$38.1K	Buy	+3,344	New	+$42.3K	﹤0.01%	1602
2024 Q1	–	Sell	-105,160	Closed	-$1.46M	–	1547
2023 Q4	$1.46M	Buy	105,160 +4,848	+5%	+$68.2K	0.01%	1023
2023 Q3	$1.47M	Buy	100,312 +10,872	+12%	+$182K	0.01%	949
2023 Q2	$1.65M	Sell	89,440 -2,435	-3%	-$45.8K	0.01%	898
2023 Q1	$1.82M	Sell	91,875 -7,317	-7%	-$145K	0.01%	838
2022 Q4	$1.97M	Sell	99,192 -137,873	-58%	-$2.71M	0.01%	756
2022 Q3	$4.53M	Sell	237,065 -12,799	-5%	-$273K	0.04%	448
2022 Q2	$4.76M	Sell	249,864 -9,296	-4%	-$181K	0.04%	418
2022 Q1	$5.58M	Buy	259,160 +110,052	+74%	+$2.15M	0.04%	409
2021 Q4	$3.16M	Sell	149,108 -86,125	-37%	-$1.98M	0.02%	551
2021 Q3	$5.09M	Buy	235,233 +5,877	+3%	+$134K	0.04%	378
2021 Q2	$5.38M	Buy	229,356 +33,058	+17%	+$754K	0.05%	347
2021 Q1	$4.77M	Buy	196,298 +187,553	+2,145%	+$5.25M	0.05%	320
2020 Q4	$247K	Buy	+8,745	New	+$197K	﹤0.01%	1207