Creative Planning’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 | $2.04M | Sell |
155,362
-22,023
| -12% | -$289K | ﹤0.01% | 1293 |
|
|
2025
Q1 | $2.03M | Sell |
177,385
-3,133
| -2% | -$35.8K | ﹤0.01% | 1162 |
|
|
2024
Q4 | $2.05M | Sell |
180,518
-4,383
| -2% | -$49.9K | ﹤0.01% | 1118 |
|
|
2024
Q3 | $2.72M | Sell |
184,901
-4,064
| -2% | -$59.7K | ﹤0.01% | 910 |
|
|
2024
Q2 | $2.52M | Sell |
188,965
-27,460
| -13% | -$366K | ﹤0.01% | 885 |
|
|
2024
Q1 | $3.03M | Buy |
216,425
+12,753
| +6% | +$178K | ﹤0.01% | 795 |
|
|
2023
Q4 | $3.17M | Sell |
203,672
-3,407
| -2% | -$53K | 0.01% | 717 |
|
|
2023
Q3 | $3.03M | Sell |
207,079
-3,863
| -2% | -$56.5K | ﹤0.01% | 686 |
|
|
2023
Q2 | $3.88M | Sell |
210,942
-8,695
| -4% | -$160K | 0.01% | 591 |
|
|
2023
Q1 | $4.34M | Sell |
219,637
-42
| -0% | -$831 | 0.01% | 542 |
|
|
2022
Q4 | $4.36M | Sell |
219,679
-2,270
| -1% | -$45.1K | 0.01% | 522 |
|
|
2022
Q3 | $4.24M | Sell |
221,949
-4,649
| -2% | -$88.7K | 0.01% | 472 |
|
|
2022
Q2 | $4.32M | Buy |
226,598
+44,239
| +24% | +$843K | 0.01% | 489 |
|
|
2022
Q1 | $3.92M | Sell |
182,359
-74,157
| -29% | -$1.6M | 0.01% | 514 |
|
|
2021
Q4 | $5.43M | Sell |
256,516
-17,744
| -6% | -$376K | 0.01% | 402 |
|
|
2021
Q3 | $5.94M | Buy |
274,260
+20,150
| +8% | +$436K | 0.01% | 375 |
|
|
2021
Q2 | $5.96M | Buy |
254,110
+10,894
| +4% | +$256K | 0.01% | 363 |
|
|
2021
Q1 | $5.91M | Buy |
243,216
+57,258
| +31% | +$1.39M | 0.01% | 367 |
|
|
2020
Q4 | $5.25M | Buy |
185,958
+138,903
| +295% | +$3.92M | 0.01% | 360 |
|
|
2020
Q3 | $870K | Buy |
47,055
+3,127
| +7% | +$57.8K | ﹤0.01% | 852 |
|
|
2020
Q2 | $550K | Buy |
43,928
+3,006
| +7% | +$37.6K | ﹤0.01% | 974 |
|
|
2020
Q1 | $391K | Sell |
40,922
-26,337
| -39% | -$252K | ﹤0.01% | 1055 |
|
|
2019
Q4 | $790K | Buy |
67,259
+727
| +1% | +$8.54K | ﹤0.01% | 892 |
|
|
2019
Q3 | $725K | Buy |
66,532
+4,281
| +7% | +$46.7K | ﹤0.01% | 885 |
|
|
2019
Q2 | $662K | Sell |
62,251
-34,865
| -36% | -$371K | ﹤0.01% | 928 |
|
|
2019
Q1 | $948K | Sell |
97,116
-10,018
| -9% | -$97.8K | ﹤0.01% | 749 |
|
|
2018
Q4 | $885K | Sell |
107,134
-1,646
| -2% | -$13.6K | ﹤0.01% | 713 |
|
|
2018
Q3 | $936K | Sell |
108,780
-12,299
| -10% | -$106K | ﹤0.01% | 788 |
|
|
2018
Q2 | $1.06M | Buy |
121,079
+2,885
| +2% | +$25.2K | ﹤0.01% | 713 |
|
|
2018
Q1 | $1.13M | Sell |
118,194
-3,548
| -3% | -$33.8K | ﹤0.01% | 667 |
|
|
2017
Q4 | $1.14M | Buy |
121,742
+19,496
| +19% | +$182K | ﹤0.01% | 659 |
|
|
2017
Q3 | $918K | Buy |
102,246
+42,693
| +72% | +$383K | ﹤0.01% | 754 |
|
|
2017
Q2 | $510K | Buy |
59,553
+28,665
| +93% | +$245K | ﹤0.01% | 992 |
|
|
2017
Q1 | $264K | Buy |
30,888
+13,423
| +77% | +$115K | ﹤0.01% | 1323 |
|
|
2016
Q4 | $138K | Buy |
17,465
+7,515
| +76% | +$59.4K | ﹤0.01% | 1627 |
|
|
2016
Q3 | $91K | Hold |
9,950
| – | – | ﹤0.01% | 1900 |
|
|
2016
Q2 | $87K | Buy |
9,950
+5,544
| +126% | +$48.5K | ﹤0.01% | 1751 |
|
|
2016
Q1 | $41K | Buy |
+4,406
| New | +$41K | ﹤0.01% | 2217 |
|