Shepherd Financial Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

Shepherd Financial Partners’s Portfolio ICLN Stock Details ICLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$174K	Sell
2025 Q1	$158K	Buy
2024 Q4	$131K	Sell
2024 Q3	$183K	Buy
2024 Q2	$165K	Buy
2022 Q1	–	Sell
2021 Q4	$820K	Buy