Key Financial Inc’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
2025 Q1	–	Sell	-125	Closed	-$1.42K	–	1397
2024 Q4	$1.42K	Hold	125	–	–	﹤0.01%	1187
2024 Q3	$1.84K	Hold	125	–	–	﹤0.01%	1124
2024 Q2	$1.67K	Hold	125	–	–	﹤0.01%	1125
2024 Q1	$1.75K	Sell	125 -196	-61%	-$2.76K	﹤0.01%	1115
2023 Q4	$5K	Hold	321	–	–	﹤0.01%	936
2023 Q3	$4.69K	Hold	321	–	–	﹤0.01%	930
2023 Q2	$5.91K	Hold	321	–	–	﹤0.01%	868
2023 Q1	$6.35K	Hold	321	–	–	﹤0.01%	776
2022 Q4	$6.13K	Hold	321	–	–	﹤0.01%	748
2022 Q3	$6K	Hold	321	–	–	﹤0.01%	750
2022 Q2	$6K	Buy	321 +196	+157%	+$3.82K	﹤0.01%	753
2022 Q1	$3K	Hold	125	–	–	﹤0.01%	871
2021 Q4	$3K	Hold	125	–	–	﹤0.01%	781
2021 Q3	$3K	Hold	125	–	–	﹤0.01%	763
2021 Q2	$3K	Buy	+125	New	+$2.85K	﹤0.01%	739