Garde Capital’s iShares Global Clean Energy ETF ICLN Stock Holding History

Garde Capital’s Portfolio ICLN Stock Details ICLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-550	Closed	-$7.21K	–	509
2025 Q2	$7.21K	Hold	550	–	–	﹤0.01%	533
2025 Q1	$6.28K	Buy	+550	New	+$6.27K	﹤0.01%	528
2023 Q3	–	Sell	-6,147	Closed	-$113K	–	266
2023 Q2	$113K	Sell	6,147 -1,614	-21%	-$30.3K	0.01%	263
2023 Q1	$154K	Sell	7,761 -9,631	-55%	-$191K	0.02%	206
2022 Q4	$345K	Hold	17,392	–	–	0.04%	131
2022 Q3	$332K	Hold	17,392	–	–	0.04%	127
2022 Q2	$331K	Buy	17,392 +245	+1%	+$4.78K	0.04%	144
2022 Q1	$369K	Buy	17,147 +3,176	+23%	+$62.2K	0.04%	150
2021 Q4	$296K	Sell	13,971 -775	-5%	-$17.8K	0.03%	172
2021 Q3	$319K	Sell	14,746 -3,844	-21%	-$87.6K	0.03%	157
2021 Q2	$436K	Buy	18,590 +3,278	+21%	+$74.8K	0.05%	132
2021 Q1	$372K	Buy	15,312 +3,455	+29%	+$96.7K	0.04%	134
2020 Q4	$334K	Buy	+11,857	New	+$267K	0.04%	138
2016 Q2	–	Sell	-12,528	Closed	-$117K	–	112
2016 Q1	$117K	Hold	12,528	–	–	0.04%	112
2015 Q4	$123K	Buy	+12,528	New	+$122K	0.04%	107

Other funds holding ICLN

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Criteria Caixa Barcelona, Spain $23.6M AUM 17.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Gimbal Financial Carmel, Indiana $167M AUM 29.52% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Florin Court Capital London, United Kingdom $26.5M AUM 34.2% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return