Kovitz Investment Group Partners’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
$169K Buy
12,903
+1,200
+10% +$15.7K ﹤0.01% 1289
2025
Q1
$134K Buy
11,703
+1
+0% +$11 ﹤0.01% 1189
2024
Q4
$133K Sell
11,702
-625
-5% -$7.11K ﹤0.01% 1185
2024
Q3
$47.9K Buy
+12,327
New +$47.9K ﹤0.01% 1004