Dynamic Advisor Solutions’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
2025 Q2	–	Sell	-12,379	Closed	-$141K	–	913
2025 Q1	$141K	Sell	12,379 -3,250	-21%	-$37.1K	﹤0.01%	822
2024 Q4	$178K	Sell	15,629 -282	-2%	-$3.57K	0.01%	626
2024 Q3	$234K	Sell	15,911 -3,953	-20%	-$55.7K	0.01%	835
2024 Q2	$265K	Buy	19,864 +671	+3%	+$9.4K	0.01%	807
2024 Q1	$268K	Buy	19,193 +1,030	+6%	+$14.5K	0.01%	787
2023 Q4	$269K	Buy	18,163 +2,816	+18%	+$39.6K	0.01%	752
2023 Q3	$224K	Buy	+15,347	New	+$258K	0.01%	749
2023 Q1	–	Sell	-11,732	Closed	-$233K	–	776
2022 Q4	$233K	Sell	11,732 -260	-2%	-$5.11K	0.02%	622
2022 Q3	$229K	Sell	11,992 -12,369	-51%	-$264K	0.02%	596
2022 Q2	$464K	Sell	24,361 -183	-0.7%	-$3.57K	0.04%	416
2022 Q1	$528K	Sell	24,544 -1,210	-5%	-$23.7K	0.04%	425
2021 Q4	$545K	Sell	25,754 -24,510	-49%	-$564K	0.04%	403
2021 Q3	$1.09M	Sell	50,264 -6,573	-12%	-$150K	0.08%	271
2021 Q2	$1.33M	Buy	56,837 +3,753	+7%	+$85.7K	0.11%	227
2021 Q1	$1.29M	Sell	53,084 -326	-0.6%	-$9.12K	0.12%	206
2020 Q4	$1.51M	Buy	53,410 +21,191	+66%	+$476K	0.14%	172
2020 Q3	$596K	Buy	32,219 +21,563	+202%	+$337K	0.07%	280
2020 Q2	$133K	Buy	+10,656	New	+$120K	0.02%	508

Other funds holding ICLN