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
2026 Q1	$267K	Buy	14,604 +308	+2%	+$5.61K	﹤0.01%	1234
2025 Q4	$235K	Buy	+14,296	New	+$238K	﹤0.01%	1288
2025 Q2	$139K	Sell	10,637 -2,202	-17%	-$27K	﹤0.01%	1333
2025 Q1	$147K	Buy	12,839 +21	+0.2%	+$239	﹤0.01%	1193
2024 Q4	$146K	Sell	12,818 -128	-1%	-$1.62K	﹤0.01%	1149
2024 Q3	$190K	Buy	12,946 +4,988	+63%	+$70.3K	﹤0.01%	1057
2024 Q2	$106K	Sell	7,958 -3,766	-32%	-$52.7K	﹤0.01%	826
2024 Q1	$164K	Sell	11,724 -7,535	-39%	-$106K	﹤0.01%	759
2023 Q4	$300K	Buy	19,259 +6,598	+52%	+$92.8K	﹤0.01%	617
2023 Q3	$185K	Buy	12,661 +9,159	+262%	+$154K	﹤0.01%	674
2023 Q2	$231K	Sell	3,502 -20,034	-85%	-$377K	﹤0.01%	622
2023 Q1	$1.31M	Buy	23,536 +14,129	+150%	+$280K	0.02%	273
2022 Q4	$187K	Sell	9,407 -1,064	-10%	-$20.9K	﹤0.01%	560
2022 Q3	$200K	Buy	10,471 +2,823	+37%	+$60.2K	﹤0.01%	309
2022 Q2	$146K	Buy	7,648 +931	+14%	+$18.1K	﹤0.01%	608
2022 Q1	$145K	Buy	+6,717	New	+$131K	﹤0.01%	604