Ferguson Wellman Capital Management’s iShares Global Clean Energy ETF ICLN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $582K | Buy |
44,400
+27,850
| +168% | +$365K | 0.01% | 226 |
|
2025
Q1 | $189K | Buy |
16,550
+1,450
| +10% | +$16.6K | ﹤0.01% | 353 |
|
2024
Q4 | $172K | Sell |
15,100
-2,582
| -15% | -$29.4K | ﹤0.01% | 341 |
|
2024
Q3 | $260K | Sell |
17,682
-1,081
| -6% | -$15.9K | 0.01% | 324 |
|
2024
Q2 | $250K | Buy |
18,763
+122
| +0.7% | +$1.63K | 0.01% | 328 |
|
2024
Q1 | $261K | Hold |
18,641
| – | – | 0.01% | 328 |
|
2023
Q4 | $290K | Sell |
18,641
-1,360
| -7% | -$21.2K | 0.01% | 317 |
|
2023
Q3 | $292K | Hold |
20,001
| – | – | 0.01% | 295 |
|
2023
Q2 | $368K | Buy |
20,001
+1,081
| +6% | +$19.9K | 0.01% | 277 |
|
2023
Q1 | $374K | Hold |
18,920
| – | – | 0.01% | 278 |
|
2022
Q4 | $376K | Buy |
18,920
+3,040
| +19% | +$60.4K | 0.01% | 272 |
|
2022
Q3 | $303K | Hold |
15,880
| – | – | 0.01% | 262 |
|
2022
Q2 | $303K | Hold |
15,880
| – | – | 0.01% | 269 |
|
2022
Q1 | $342K | Buy |
15,880
+1,590
| +11% | +$34.2K | 0.01% | 276 |
|
2021
Q4 | $303K | Buy |
+14,290
| New | +$303K | 0.01% | 286 |
|