EWM
Empirical Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171K | Buy |
13,010
+10
| +0.1% | +$131 | ﹤0.01% | 659 |
|
|
2025
Q1 | $148K | Hold |
13,000
| – | – | ﹤0.01% | 622 |
|
|
2024
Q4 | $148K | Sell |
13,000
-2,755
| -17% | -$31.4K | ﹤0.01% | 587 |
|
|
2024
Q3 | $231K | Buy |
+15,755
| New | +$231K | 0.01% | 508 |
|
|
2023
Q3 | – | Sell |
-10,451
| Closed | -$192K | – | 479 |
|
|
2023
Q2 | $192K | Hold |
10,451
| – | – | 0.01% | 444 |
|
|
2023
Q1 | $207K | Hold |
10,451
| – | – | 0.01% | 439 |
|
|
2022
Q4 | $207K | Hold |
10,451
| – | – | 0.01% | 432 |
|
|
2022
Q3 | $200K | Hold |
10,451
| – | – | 0.01% | 440 |
|
|
2022
Q2 | $199K | Hold |
10,451
| – | – | 0.01% | 443 |
|
|
2022
Q1 | $225K | Hold |
10,451
| – | – | 0.01% | 452 |
|
|
2021
Q4 | $221K | Hold |
10,451
| – | – | 0.01% | 481 |
|
|
2021
Q3 | $226K | Sell |
10,451
-1,438
| -12% | -$31.1K | 0.01% | 416 |
|
|
2021
Q2 | $279K | Buy |
11,889
+438
| +4% | +$10.3K | 0.02% | 382 |
|
|
2021
Q1 | $278K | Buy |
+11,451
| New | +$278K | 0.02% | 334 |
|