Aufman Associates’s iShares Global Clean Energy ETF ICLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Buy |
10,269
+111
| +1% | +$1.46K | 0.08% | 63 |
|
|
2025
Q1 | $116K | Hold |
10,158
| – | – | 0.08% | 56 |
|
|
2024
Q4 | $116K | Buy |
10,158
+101
| +1% | +$1.15K | 0.08% | 58 |
|
|
2024
Q3 | $148K | Hold |
10,057
| – | – | 0.1% | 63 |
|
|
2024
Q2 | $134K | Buy |
+10,057
| New | +$134K | 0.1% | 46 |
|
|
2022
Q2 | – | Sell |
-9,954
| Closed | -$214K | – | 46 |
|
|
2022
Q1 | $214K | Sell |
9,954
-253
| -2% | -$5.44K | 0.17% | 46 |
|
|
2021
Q4 | $216K | Hold |
10,207
| – | – | 0.16% | 49 |
|
|
2021
Q3 | $221K | Hold |
10,207
| – | – | 0.18% | 44 |
|
|
2021
Q2 | $239K | Hold |
10,207
| – | – | 0.18% | 43 |
|
|
2021
Q1 | $248K | Hold |
10,207
| – | – | 0.21% | 37 |
|
|
2020
Q4 | $288K | Hold |
10,207
| – | – | 0.26% | 31 |
|
|
2020
Q3 | $189K | Buy |
+10,207
| New | +$189K | 0.2% | 36 |
|