BRIA
Balanced Rock Investment Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $625K | Buy |
47,640
+3,996
| +9% | +$52.4K | 0.49% | 42 |
|
|
2025
Q1 | $498K | Buy |
43,644
+1,962
| +5% | +$22.4K | 0.4% | 45 |
|
|
2024
Q4 | $474K | Buy |
41,682
+4,772
| +13% | +$54.3K | 0.38% | 49 |
|
|
2024
Q3 | $542K | Buy |
36,910
+1,447
| +4% | +$21.3K | 0.43% | 44 |
|
|
2024
Q2 | $472K | Buy |
35,463
+1,903
| +6% | +$25.3K | 0.4% | 52 |
|
|
2024
Q1 | $469K | Sell |
33,560
-11,264
| -25% | -$157K | 0.4% | 53 |
|
|
2023
Q4 | $698K | Buy |
+44,824
| New | +$698K | 0.62% | 36 |
|