Evermay Wealth Management’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	$92	Hold	5	–	–	﹤0.01%	588
2025 Q4	$83	Hold	5	–	–	﹤0.01%	564
2025 Q3	$78	Hold	5	–	–	﹤0.01%	548
2025 Q2	$66	Hold	5	–	–	﹤0.01%	562
2025 Q1	$58	Sell	5 -10	-67%	-$114	﹤0.01%	569
2024 Q4	$171	Sell	15 -990	-99%	-$12.5K	﹤0.01%	553
2024 Q3	$14.8K	Sell	1,005 -101	-9%	-$1.42K	﹤0.01%	420
2024 Q2	$14.7K	Hold	1,106	–	–	﹤0.01%	423
2024 Q1	$15.5K	Hold	1,106	–	–	﹤0.01%	432
2023 Q4	$17.2K	Hold	1,106	–	–	﹤0.01%	400
2023 Q3	$16.2K	Buy	1,106 +1,000	+943%	+$16.8K	﹤0.01%	389
2023 Q2	$1.95K	Hold	106	–	–	﹤0.01%	490
2023 Q1	$2.1K	Sell	106 -535	-83%	-$10.6K	﹤0.01%	480
2022 Q4	$12.7K	Buy	641 +101	+19%	+$1.99K	﹤0.01%	397
2022 Q3	$10K	Hold	540	–	–	﹤0.01%	395
2022 Q2	$10K	Buy	540 +110	+26%	+$2.14K	﹤0.01%	397
2022 Q1	$9K	Sell	430 -1,095	-72%	-$21.4K	﹤0.01%	427
2021 Q4	$32K	Buy	+1,525	New	+$35.1K	0.01%	321