Mission Wealth Management’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
2025 Q2	–	Sell	-15,529	Closed	-$177K	–	698
2025 Q1	$177K	Sell	15,529 -59,070	-79%	-$674K	﹤0.01%	646
2024 Q4	$849K	Sell	74,599 -381	-0.5%	-$4.82K	0.02%	321
2024 Q3	$1.1M	Sell	74,980 -4,157	-5%	-$58.5K	0.03%	272
2024 Q2	$1.05M	Sell	79,137 -34,256	-30%	-$480K	0.03%	256
2024 Q1	$1.59M	Buy	113,393 +6,207	+6%	+$87.5K	0.04%	209
2023 Q4	$1.67M	Sell	107,186 -5,650	-5%	-$79.5K	0.06%	169
2023 Q3	$1.65M	Sell	112,836 -6,141	-5%	-$103K	0.06%	153
2023 Q2	$2.19M	Sell	118,977 -843	-0.7%	-$15.9K	0.08%	123
2023 Q1	$2.37M	Sell	119,820 -18,967	-14%	-$376K	0.1%	115
2022 Q4	$2.75M	Sell	138,787 -4,926	-3%	-$96.8K	0.13%	97
2022 Q3	$2.74M	Buy	143,713 +2,413	+2%	+$51.4K	0.15%	89
2022 Q2	$2.69M	Buy	141,300 +19,158	+16%	+$373K	0.14%	90
2022 Q1	$2.63M	Buy	122,142 +18,858	+18%	+$369K	0.12%	92
2021 Q4	$2.19M	Buy	103,284 +11,437	+12%	+$263K	0.1%	105
2021 Q3	$1.99M	Buy	91,847 +4,507	+5%	+$103K	0.1%	107
2021 Q2	$2.05M	Buy	87,340 +5,292	+6%	+$121K	0.11%	97
2021 Q1	$1.99M	Buy	82,048 +11,694	+17%	+$327K	0.12%	89
2020 Q4	$1.99M	Buy	70,354 +39,752	+130%	+$894K	0.12%	84
2020 Q3	$566K	Buy	30,602 +14,374	+89%	+$225K	0.04%	187
2020 Q2	$203K	Buy	+16,228	New	+$183K	0.02%	317

Other funds holding ICLN