OWP
Obermeyer 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 | $268K | Hold |
20,420
| – | – | 0.01% | 232 |
|
|
2025
Q1 | $233K | Buy |
20,420
+941
| +5% | +$10.7K | 0.01% | 234 |
|
|
2024
Q4 | $222K | Sell |
19,479
-4,291
| -18% | -$48.8K | 0.01% | 237 |
|
|
2024
Q3 | $349K | Hold |
23,770
| – | – | 0.02% | 189 |
|
|
2024
Q2 | $317K | Hold |
23,770
| – | – | 0.02% | 191 |
|
|
2024
Q1 | $332K | Hold |
23,770
| – | – | 0.02% | 185 |
|
|
2023
Q4 | $370K | Hold |
23,770
| – | – | 0.03% | 144 |
|
|
2023
Q3 | $348K | Buy |
23,770
+550
| +2% | +$8.04K | 0.03% | 139 |
|
|
2023
Q2 | $427K | Buy |
23,220
+7,072
| +44% | +$130K | 0.03% | 128 |
|
|
2023
Q1 | $330K | Buy |
+16,148
| New | +$330K | 0.02% | 146 |
|