Cascade Financial Partners’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 Q1	–	Sell	-17,365	Closed	-$198K	–	248
2024 Q4	$198K	Hold	17,365	–	–	0.03%	245
2024 Q3	$231K	Buy	17,365 +3,000	+21%	+$40K	0.03%	221
2024 Q2	$191K	Hold	14,365	–	–	0.03%	230
2024 Q1	$194K	Buy	+14,365	New	+$194K	0.03%	219