Cherry Tree 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	$5.73K	Hold	313	–	–	﹤0.01%	476
2025 Q4	$5.15K	Hold	313	–	–	﹤0.01%	481
2025 Q3	$4.85K	Hold	313	–	–	﹤0.01%	474
2025 Q2	$4.11K	Hold	313	–	–	﹤0.01%	496
2025 Q1	$3.58K	Hold	313	–	–	﹤0.01%	569
2024 Q4	$3.57K	Sell	313 -2,897	-90%	-$36.6K	﹤0.01%	504
2024 Q3	$47.2K	Buy	3,210 +18	+0.6%	+$254	0.01%	263
2024 Q2	$42.5K	Buy	3,192 +71	+2%	+$994	0.01%	260
2024 Q1	$43.6K	Buy	3,121 +209	+7%	+$2.94K	0.01%	257
2023 Q4	$45.3K	Buy	2,912 +34	+1%	+$478	0.01%	243
2023 Q3	$42.1K	Hold	2,878	–	–	0.01%	240
2023 Q2	$53K	Buy	+2,878	New	+$54.1K	0.02%	226