MWP
Moller Wealth Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
84,280
+3,348
| +4% | +$43.9K | 0.24% | 33 |
|
|
2025
Q1 | $924K | Sell |
80,932
-17,397
| -18% | -$199K | 0.23% | 34 |
|
|
2024
Q4 | $1.12M | Buy |
98,329
+9,373
| +11% | +$107K | 0.29% | 32 |
|
|
2024
Q3 | $1.31M | Buy |
88,956
+10,341
| +13% | +$152K | 0.33% | 31 |
|
|
2024
Q2 | $1.05M | Buy |
78,615
+390
| +0.5% | +$5.2K | 0.28% | 32 |
|
|
2024
Q1 | $1.09M | Buy |
78,225
+3,853
| +5% | +$53.9K | 0.3% | 31 |
|
|
2023
Q4 | $1.16M | Buy |
74,372
+19,128
| +35% | +$298K | 0.33% | 30 |
|
|
2023
Q3 | $808K | Buy |
55,244
+11,553
| +26% | +$169K | 0.26% | 32 |
|
|
2023
Q2 | $804K | Sell |
43,691
-7,878
| -15% | -$145K | 0.25% | 34 |
|
|
2023
Q1 | $1.02M | Buy |
51,569
+1,138
| +2% | +$22.5K | 0.31% | 29 |
|
|
2022
Q4 | $1M | Buy |
50,431
+10,172
| +25% | +$202K | 0.32% | 29 |
|
|
2022
Q3 | $769K | Sell |
40,259
-3,976
| -9% | -$75.9K | 0.28% | 31 |
|
|
2022
Q2 | $843K | Sell |
44,235
-2,000
| -4% | -$38.1K | 0.29% | 31 |
|
|
2022
Q1 | $995K | Sell |
46,235
-2,723
| -6% | -$58.6K | 0.31% | 30 |
|
|
2021
Q4 | $1.04M | Buy |
48,958
+499
| +1% | +$10.6K | 0.33% | 29 |
|
|
2021
Q3 | $1.05M | Buy |
48,459
+5,422
| +13% | +$117K | 0.35% | 28 |
|
|
2021
Q2 | $1.01M | Buy |
43,037
+4,844
| +13% | +$114K | 0.33% | 29 |
|
|
2021
Q1 | $928K | Buy |
38,193
+18,894
| +98% | +$459K | 0.32% | 29 |
|
|
2020
Q4 | $545K | Buy |
+19,299
| New | +$545K | 0.23% | 37 |
|
|
2019
Q2 | – | Sell |
-10,556
| Closed | -$93K | – | 55 |
|
|
2019
Q1 | $93K | Hold |
10,556
| – | – | 0.04% | 54 |
|
|
2018
Q4 | $93K | Buy |
+10,556
| New | +$93K | 0.06% | 60 |
|