McDonald 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 | $135K | Buy |
+10,284
| New | +$135K | 0.03% | 247 |
|
2022
Q3 | – | Sell |
-10,793
| Closed | -$206K | – | 244 |
|
2022
Q2 | $206K | Buy |
10,793
+260
| +2% | +$4.96K | 0.05% | 278 |
|
2022
Q1 | $227K | Buy |
+10,533
| New | +$227K | 0.05% | 284 |
|
2021
Q3 | – | Sell |
-8,983
| Closed | -$211K | – | 302 |
|
2021
Q2 | $211K | Hold |
8,983
| – | – | 0.05% | 288 |
|
2021
Q1 | $218K | Buy |
8,983
+760
| +9% | +$18.4K | 0.06% | 269 |
|
2020
Q4 | $232K | Buy |
+8,223
| New | +$232K | 0.07% | 249 |
|