Osborne Partners Capital 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
2026 Q1	$281K	Sell	15,375 -1,010	-6%	-$18.4K	0.01%	175
2025 Q4	$269K	Hold	16,385	–	–	0.01%	179
2025 Q3	$254K	Hold	16,385	–	–	0.01%	194
2025 Q2	$215K	Sell	16,385 -3,230	-16%	-$39.6K	0.01%	199
2025 Q1	$224K	Buy	19,615 +200	+1%	+$2.28K	0.01%	198
2024 Q4	$221K	Sell	19,415 -120	-0.6%	-$1.52K	0.01%	214
2024 Q3	$287K	Sell	19,535 -11,100	-36%	-$156K	0.02%	197
2024 Q2	$408K	Sell	30,635 -1,330	-4%	-$18.6K	0.02%	169
2024 Q1	$447K	Sell	31,965 -1,510	-5%	-$21.3K	0.03%	158
2023 Q4	$521K	Hold	33,475	–	–	0.03%	156
2023 Q3	$489K	Buy	33,475 +1,750	+6%	+$29.4K	0.04%	149
2023 Q2	$584K	Hold	31,725	–	–	0.04%	147
2023 Q1	$628K	Buy	31,725 +45	+0.1%	+$891	0.05%	147
2022 Q4	$629K	Sell	31,680 -1,099	-3%	-$21.6K	0.05%	145
2022 Q3	$626K	Sell	32,779 -1,400	-4%	-$29.8K	0.05%	151
2022 Q2	$651K	Buy	34,179 +1,100	+3%	+$21.4K	0.05%	153
2022 Q1	$712K	Buy	33,079 +1,100	+3%	+$21.5K	0.05%	131
2021 Q4	$677K	Hold	31,979	–	–	0.05%	135
2021 Q3	$692K	Buy	31,979 +200	+0.6%	+$4.56K	0.06%	130
2021 Q2	$746K	Buy	31,779 +3,005	+10%	+$68.6K	0.06%	128
2021 Q1	$699K	Buy	+28,774	New	+$805K	0.06%	128