Lugano Financial Advisors SA (LFA)’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
$286K Hold
15,619
0.15% 60
2025
Q4
$257K Buy
+15,619
New +$260K 0.13% 69
2023
Q3
Sell
-146,810
Closed -$2.7M 197
2023
Q2
$2.7M Buy
146,810
+5,671
+4% +$107K 1.8% 21
2023
Q1
$2.79M Buy
141,139
+13,510
+11% +$268K 2.11% 20
2022
Q4
$2.53M Sell
127,629
-13,427
-10% -$264K 1.88% 20
2022
Q3
$2.69M Buy
141,056
+8,831
+7% +$188K 2.11% 17
2022
Q2
$2.52M Buy
132,225
+5,578
+4% +$109K 1.76% 22
2022
Q1
$2.72M Sell
126,647
-2,198
-2% -$43K 1.82% 20
2021
Q4
$2.73M Sell
128,845
-651
-0.5% -$15K 1.57% 20
2021
Q3
$2.8M Buy
129,496
+1,521
+1% +$34.7K 1.84% 18
2021
Q2
$3M Buy
127,975
+17,094
+15% +$390K 1.89% 17
2021
Q1
$2.69M Buy
+110,881
New +$3.1M 1.88% 18

Other funds holding ICLN