Oxford Financial Group’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	$304K	Hold	16,601	–	–	0.02%	211
2025 Q4	$273K	Hold	16,601	–	–	0.02%	199
2025 Q3	$257K	Hold	16,601	–	–	0.01%	198
2025 Q2	$218K	Buy	16,601 +636	+4%	+$7.8K	0.01%	200
2025 Q1	$182K	Sell	15,965 -15,965	-50%	-$182K	0.01%	213
2024 Q4	$363K	Hold	31,930	–	–	0.02%	187
2024 Q3	$469K	Hold	31,930	–	–	0.03%	150
2024 Q2	$425K	Sell	31,930 -6,300	-16%	-$88.2K	0.03%	171
2024 Q1	$534K	Sell	38,230 -37	-0.1%	-$521	0.04%	126
2023 Q4	$596K	Buy	38,267 +37	+0.1%	+$520	0.04%	118
2023 Q3	$559K	Hold	38,230	–	–	0.05%	114
2023 Q2	$703K	Buy	38,230 +31,930	+507%	+$600K	0.07%	101
2023 Q1	$125K	Sell	6,300 -3	-0%	-$59	0.01%	196
2022 Q4	$125K	Hold	6,303	–	–	0.01%	193
2022 Q3	$120K	Hold	6,303	–	–	0.02%	176
2022 Q2	$120K	Buy	+6,303	New	+$123K	0.02%	194
2022 Q1	–	Hold	0	–	–	–	275
2021 Q4	–	Hold	0	–	–	–	279