KFG Wealth 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
Q2
$213K Buy
16,284
+457
+3% +$5.99K 0.03% 190
2025
Q1
$181K Sell
15,827
-600
-4% -$6.85K 0.03% 187
2024
Q4
$187K Sell
16,427
-234
-1% -$2.66K 0.03% 181
2024
Q3
$245K Buy
16,661
+775
+5% +$11.4K 0.05% 162
2024
Q2
$212K Buy
15,886
+2,475
+18% +$33K 0.08% 155
2024
Q1
$187K Buy
+13,411
New +$187K 0.08% 155