Milestone Investment Advisors’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
Q1 | – | Sell |
-55,787
| Closed | -$635K | – | 132 |
|
|
2024
Q4 | $635K | Sell |
55,787
-28,152
| -34% | -$320K | 0.17% | 56 |
|
|
2024
Q3 | $1.23M | Buy |
83,939
+2,165
| +3% | +$31.8K | 0.35% | 44 |
|
|
2024
Q2 | $1.09M | Buy |
81,774
+1,891
| +2% | +$25.2K | 0.29% | 45 |
|
|
2024
Q1 | $1.12M | Buy |
79,883
+816
| +1% | +$11.4K | 0.3% | 44 |
|
|
2023
Q4 | $1.23M | Sell |
79,067
-73,415
| -48% | -$1.14M | 0.36% | 41 |
|
|
2023
Q3 | $2.23M | Buy |
152,482
+84
| +0.1% | +$1.23K | 0.63% | 35 |
|
|
2023
Q2 | $2.8M | Buy |
152,398
+1,602
| +1% | +$29.5K | 0.87% | 29 |
|
|
2023
Q1 | $2.98M | Buy |
150,796
+24,759
| +20% | +$490K | 0.92% | 27 |
|
|
2022
Q4 | $2.5M | Buy |
+126,037
| New | +$2.5M | 0.88% | 27 |
|