Moss Adams Wealth 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
2024
Q1
Sell
-20,775
Closed -$323K 155
2023
Q4
$323K Buy
20,775
+2,201
+12% +$34.3K 0.07% 76
2023
Q3
$272K Buy
18,574
+18,408
+11,089% +$269K 0.09% 71
2023
Q2
$3.06K Buy
+166
New +$3.06K ﹤0.01% 133