Instrumental Wealth’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	$909K	Buy	49,706 +1,234	+3%	+$22.5K	0.56%	20
2025 Q4	$905K	Buy	48,472 +8,525	+21%	+$142K	0.54%	21
2025 Q3	$680K	Buy	39,947 +272	+0.7%	+$3.85K	0.48%	28
2025 Q2	$536K	Buy	39,675 +3,911	+11%	+$48K	0.43%	27
2025 Q1	$424K	Buy	35,764 +4,902	+16%	+$55.9K	0.38%	29
2024 Q4	$351K	Sell	30,862 -176,970	-85%	-$2.24M	0.33%	31
2024 Q3	$2.84M	Buy	207,832 +7,431	+4%	+$105K	2.77%	10
2024 Q2	$2.79M	Buy	200,401 +16,903	+9%	+$237K	2.88%	11
2024 Q1	$2.77M	Buy	183,498 +87,981	+92%	+$1.24M	1.2%	12
2023 Q4	$1.33M	Buy	95,517 +15,574	+19%	+$219K	1.44%	13
2023 Q3	$1.14M	Buy	79,943 +31,559	+65%	+$530K	1.33%	12
2023 Q2	$901K	Buy	+48,384	New	+$910K	1.08%	15