Meridian Wealth Advisors’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	$367K	Sell	20,059 -298	-1%	-$5.43K	0.05%	152
2025 Q4	$334K	Buy	20,357 +2,450	+14%	+$40.8K	0.05%	144
2025 Q3	$277K	Hold	17,907	–	–	0.04%	155
2025 Q2	$235K	Hold	17,907	–	–	0.04%	166
2025 Q1	$204K	Sell	17,907 -2,167	-11%	-$24.7K	0.03%	163
2024 Q4	$228K	Sell	20,074 -1,114	-5%	-$14.1K	0.04%	166
2024 Q3	$311K	Hold	21,188	–	–	0.05%	144
2024 Q2	$282K	Buy	21,188 +3	+0%	+$42	0.05%	151
2024 Q1	$296K	Hold	21,185	–	–	0.06%	148
2023 Q4	$330K	Sell	21,185 -616	-3%	-$8.66K	0.07%	138
2023 Q3	$319K	Hold	21,801	–	–	0.08%	133
2023 Q2	$401K	Buy	21,801 +2	+0%	+$38	0.1%	121
2023 Q1	$431K	Buy	21,799 +1,443	+7%	+$28.6K	0.11%	123
2022 Q4	$404K	Sell	20,356 -5,442	-21%	-$107K	0.1%	126
2022 Q3	$492K	Hold	25,798	–	–	0.14%	112
2022 Q2	$491K	Sell	25,798 -1,739	-6%	-$33.9K	0.13%	118
2022 Q1	$593K	Sell	27,537 -8,719	-24%	-$171K	0.14%	118
2021 Q4	$768K	Buy	36,256 +6,242	+21%	+$144K	0.19%	98
2021 Q3	$650K	Hold	30,014	–	–	0.18%	100
2021 Q2	$704K	Buy	30,014 +1,446	+5%	+$33K	0.2%	95
2021 Q1	$694K	Sell	28,568 -6,200	-18%	-$173K	0.23%	85
2020 Q4	$982K	Buy	34,768 +4,625	+15%	+$104K	0.36%	62
2020 Q3	$557K	Sell	30,143 -2,500	-8%	-$39.1K	0.24%	91
2020 Q2	$409K	Buy	32,643 +3,500	+12%	+$39.4K	0.19%	106
2020 Q1	$278K	Buy	29,143 +1,000	+4%	+$11.8K	0.15%	108
2019 Q4	$331K	Hold	28,143	–	–	0.13%	124
2019 Q3	$307K	Buy	+28,143	New	+$306K	0.13%	118