EP Wealth Advisors’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 | $139K | Sell |
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|
2025
Q1 | $147K | Buy |
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|
2024
Q4 | $146K | Sell |
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|
2024
Q3 | $190K | Buy |
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|
2024
Q2 | $106K | Sell |
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|
2024
Q1 | $164K | Sell |
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|
2023
Q4 | $300K | Buy |
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|
2023
Q3 | $185K | Buy |
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|
2023
Q2 | $231K | Sell |
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|
2023
Q1 | $1.31M | Buy |
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|
2022
Q4 | $187K | Sell |
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|
2022
Q3 | $200K | Buy |
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|
2022
Q2 | $146K | Buy |
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|
2022
Q1 | $145K | Buy |
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