Cerity 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
Q2
$341K Sell
25,976
-474
-2% -$6.21K ﹤0.01% 2076
2025
Q1
$302K Buy
26,450
+16,036
+154% +$183K ﹤0.01% 2006
2024
Q4
$134K Sell
10,414
-44,842
-81% -$579K ﹤0.01% 2303
2024
Q3
$812K Buy
55,256
+34,046
+161% +$500K ﹤0.01% 1507
2024
Q2
$283K Sell
21,210
-11,505
-35% -$153K ﹤0.01% 1855
2024
Q1
$458K Buy
32,715
+2,753
+9% +$38.5K ﹤0.01% 1639
2023
Q4
$466K Sell
29,962
-12,499
-29% -$194K ﹤0.01% 1293
2023
Q3
$621K Sell
42,461
-74,570
-64% -$1.09M ﹤0.01% 897
2023
Q2
$2.15M Buy
117,031
+7,015
+6% +$129K 0.01% 706
2023
Q1
$2.17M Buy
110,016
+59,778
+119% +$1.18M 0.01% 702
2022
Q4
$1.65M Sell
50,238
-14,820
-23% -$486K 0.01% 562
2022
Q3
$1.24M Buy
+65,058
New +$1.24M 0.01% 463