Steward Partners Investment Advisory’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
Q3 | $266K | Sell |
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|
2025
Q2 | $229K | Buy |
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|
2025
Q1 | $140K | Sell |
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|
2024
Q4 | $140K | Sell |
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|
2024
Q3 | $226K | Sell |
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|
2024
Q2 | $238K | Buy |
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|
2024
Q1 | $133K | Sell |
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|
2023
Q4 | $182K | Sell |
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|
2023
Q3 | $220K | Sell |
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|
2023
Q2 | $359K | Sell |
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|
2023
Q1 | $468K | Sell |
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|
2022
Q4 | $556K | Buy |
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|
2022
Q3 | $465K | Buy |
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|
2022
Q2 | $418K | Sell |
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|
2022
Q1 | $499K | Buy |
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|
2021
Q4 | $399K | Sell |
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|
2021
Q3 | $477K | Sell |
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|
2021
Q2 | $616K | Sell |
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|
2021
Q1 | $4.13M | Buy |
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|
2020
Q4 | $3.45M | Buy |
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|
2020
Q3 | $1.82M | Buy |
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|
2020
Q2 | $86K | Hold |
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|
2020
Q1 | $65K | Buy |
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|
2019
Q4 | $41K | Buy |
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|
2019
Q3 | $12K | Hold |
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|
2019
Q2 | $11K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $10K | Buy |
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|
2018
Q2 | $10K | Hold |
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|
2018
Q1 | $10K | Buy |
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