GeoWealth 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
Q1
Sell
-626
Closed -$7.12K 1416
2024
Q4
$7.12K Buy
+626
New +$7.12K ﹤0.01% 1520
2024
Q3
Hold
0
1694
2021
Q4
Sell
-67,699
Closed -$1.47M 395
2021
Q3
$1.47M Buy
+67,699
New +$1.47M 0.12% 135