Instrumental Wealth’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 | $536K | Buy |
39,675
+3,911
| +11% | +$52.8K | 0.43% | 27 |
|
|
2025
Q1 | $424K | Buy |
35,764
+4,902
| +16% | +$58.1K | 0.38% | 29 |
|
|
2024
Q4 | $351K | Sell |
30,862
-176,970
| -85% | -$2.01M | 0.33% | 31 |
|
|
2024
Q3 | $2.84M | Buy |
207,832
+7,431
| +4% | +$101K | 2.77% | 10 |
|
|
2024
Q2 | $2.79M | Buy |
200,401
+16,903
| +9% | +$235K | 2.88% | 11 |
|
|
2024
Q1 | $2.77M | Buy |
183,498
+87,981
| +92% | +$1.33M | 1.2% | 12 |
|
|
2023
Q4 | $1.33M | Buy |
95,517
+15,574
| +19% | +$217K | 1.44% | 13 |
|
|
2023
Q3 | $1.14M | Buy |
79,943
+31,559
| +65% | +$451K | 1.33% | 12 |
|
|
2023
Q2 | $901K | Buy |
+48,384
| New | +$901K | 1.08% | 15 |
|