EP Wealth Advisors’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 | $139K | Sell |
10,637
-2,202
| -17% | -$28.9K | ﹤0.01% | 1333 |
|
|
2025
Q1 | $147K | Buy |
12,839
+21
| +0.2% | +$240 | ﹤0.01% | 1193 |
|
|
2024
Q4 | $146K | Sell |
12,818
-128
| -1% | -$1.46K | ﹤0.01% | 1149 |
|
|
2024
Q3 | $190K | Buy |
12,946
+4,988
| +63% | +$73.3K | ﹤0.01% | 1057 |
|
|
2024
Q2 | $106K | Sell |
7,958
-3,766
| -32% | -$50.2K | ﹤0.01% | 826 |
|
|
2024
Q1 | $164K | Sell |
11,724
-7,535
| -39% | -$105K | ﹤0.01% | 759 |
|
|
2023
Q4 | $300K | Buy |
19,259
+6,598
| +52% | +$103K | ﹤0.01% | 617 |
|
|
2023
Q3 | $185K | Buy |
12,661
+9,159
| +262% | +$134K | ﹤0.01% | 674 |
|
|
2023
Q2 | $231K | Sell |
3,502
-20,034
| -85% | -$1.32M | ﹤0.01% | 622 |
|
|
2023
Q1 | $1.31M | Buy |
23,536
+14,129
| +150% | +$785K | 0.02% | 273 |
|
|
2022
Q4 | $187K | Sell |
9,407
-1,064
| -10% | -$21.1K | ﹤0.01% | 560 |
|
|
2022
Q3 | $200K | Buy |
10,471
+2,823
| +37% | +$53.9K | ﹤0.01% | 309 |
|
|
2022
Q2 | $146K | Buy |
7,648
+931
| +14% | +$17.8K | ﹤0.01% | 608 |
|
|
2022
Q1 | $145K | Buy |
+6,717
| New | +$145K | ﹤0.01% | 604 |
|