Plante Moran Financial Advisors’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
2025 Q1	–	Sell	-458	Closed	-$5.21K	–	876
2024 Q4	$5.21K	Sell	458 -554	-55%	-$7.01K	﹤0.01%	685
2024 Q3	$14.9K	Hold	1,012	–	–	﹤0.01%	567
2024 Q2	$13.5K	Hold	1,012	–	–	﹤0.01%	533
2024 Q1	$14.1K	Hold	1,012	–	–	﹤0.01%	555
2023 Q4	$15.8K	Hold	1,012	–	–	﹤0.01%	489
2023 Q3	$14.8K	Hold	1,012	–	–	﹤0.01%	478
2023 Q2	$18.6K	Hold	1,012	–	–	﹤0.01%	460
2023 Q1	$20K	Hold	1,012	–	–	﹤0.01%	444
2022 Q4	$20.1K	Sell	1,012 -119	-11%	-$2.34K	﹤0.01%	459
2022 Q3	$22K	Buy	1,131 +577	+104%	+$12.3K	﹤0.01%	442
2022 Q2	$11K	Hold	554	–	–	﹤0.01%	588
2022 Q1	$12K	Hold	554	–	–	﹤0.01%	578
2021 Q4	$12K	Hold	554	–	–	﹤0.01%	661
2021 Q3	$12K	Hold	554	–	–	﹤0.01%	661
2021 Q2	$13K	Hold	554	–	–	﹤0.01%	643
2021 Q1	$13K	Hold	554	–	–	﹤0.01%	610
2020 Q4	$16K	Buy	554 +251	+83%	+$5.64K	﹤0.01%	565
2020 Q3	$6K	Buy	+303	New	+$4.74K	﹤0.01%	664