NewEdge Wealth’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	$263K	Sell	14,352 -1,100	-7%	-$20K	﹤0.01%	1006
2025 Q4	$254K	Buy	15,452 +226	+1%	+$3.77K	﹤0.01%	1083
2025 Q3	$276K	Hold	15,226	–	–	﹤0.01%	896
2025 Q2	$209K	Buy	15,226 +1	+0%	+$12	﹤0.01%	919
2025 Q1	$174K	Sell	15,225 -100	-0.7%	-$1.14K	﹤0.01%	904
2024 Q4	$174K	Sell	15,325 -376	-2%	-$4.75K	﹤0.01%	890
2024 Q3	$231K	Buy	15,701 +3,165	+25%	+$44.6K	﹤0.01%	799
2024 Q2	$167K	Hold	12,536	–	–	﹤0.01%	734
2024 Q1	$169K	Sell	12,536 -2,930	-19%	-$41.3K	﹤0.01%	778
2023 Q4	$241K	Sell	15,466 -9,090	-37%	-$128K	0.01%	671
2023 Q3	$359K	Buy	24,556 +8,709	+55%	+$146K	0.01%	510
2023 Q2	$292K	Sell	15,847 -2,586	-14%	-$48.6K	0.01%	552
2023 Q1	$365K	Buy	18,433 +1,362	+8%	+$27K	0.01%	468
2022 Q4	$339K	Buy	17,071 +2,628	+18%	+$51.7K	0.01%	423
2022 Q3	$276K	Buy	14,443 +789	+6%	+$16.8K	0.01%	442
2022 Q2	$260K	Buy	+13,654	New	+$266K	0.01%	488