CoreCap Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

CoreCap Advisors’s Portfolio ICLN Stock Details ICLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$31.2K	Sell	1,522 -582	-28%	-$12.1K	﹤0.01%	1621
2026 Q1	$38.5K	Buy	2,104 +85	+4%	+$1.55K	﹤0.01%	1417
2025 Q4	$33.2K	Buy	2,019 +497	+33%	+$8.29K	﹤0.01%	1485
2025 Q3	$23.6K	Buy	1,522 +208	+16%	+$2.94K	﹤0.01%	1609
2025 Q2	$17.2K	Hold	1,314	–	–	﹤0.01%	1668
2025 Q1	$15K	Buy	1,314 +181	+16%	+$2.06K	﹤0.01%	1653
2024 Q4	$12.9K	Sell	1,133 -2,213	-66%	-$28K	﹤0.01%	1686
2024 Q3	$49.2K	Buy	+3,346	New	+$47.1K	﹤0.01%	1194
2024 Q2	–	Sell	-1,212	Closed	-$16.9K	–	2064
2024 Q1	$16.9K	Buy	+1,212	New	+$17.1K	﹤0.01%	1556
2022 Q4	$23.7K	Buy	+1,192	New	+$23.4K	﹤0.01%	1238
2022 Q3	–	Sell	-1,192	Closed	-$23K	–	1226
2022 Q2	$23K	Buy	+1,192	New	+$23.2K	﹤0.01%	1192
2022 Q1	–	Sell	-1,306	Closed	-$28K	–	1238
2021 Q4	$28K	Buy	+1,306	New	+$30K	﹤0.01%	1202

Other funds holding ICLN

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return