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Sax Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Sax Wealth Advisors’s Portfolio ICLN Stock Details ICLN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$155K Sell
11,789
-715
-6% -$9.37K 0.01% 416
2025
Q1 		$143K Hold
12,504
– – 0.01% 355
2024
Q4 		$142K Hold
12,504
– – 0.01% 323
2024
Q3 		$184K Buy
+12,504
New +$184K 0.02% 280