Tobias 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
2023 Q4	–	Sell	-508,308	Closed	-$7.43M	–	99
2023 Q3	$7.43M	Sell	508,308 -130,193	-20%	-$2.18M	1.95%	14
2023 Q2	$11.7M	Buy	638,501 +8,785	+1%	+$165K	3.17%	10
2023 Q1	$12.5M	Buy	629,716 +40,139	+7%	+$795K	3.65%	8
2022 Q4	$11.7M	Sell	589,577 -5,569	-0.9%	-$109K	3.84%	9
2022 Q3	$11.4M	Buy	595,146 +39,837	+7%	+$849K	4.01%	9
2022 Q2	$10.6M	Sell	555,309 -32,940	-6%	-$642K	3.55%	8
2022 Q1	$12.7M	Buy	+588,249	New	+$11.5M	4.37%	7
2021 Q4	–	Sell	-517,951	Closed	-$11.2M	–	84
2021 Q3	$11.2M	Buy	517,951 +46,286	+10%	+$1.06M	4.19%	7
2021 Q2	$11.1M	Buy	471,665 +457,904	+3,328%	+$10.5M	4.38%	6
2021 Q1	$334K	Buy	13,761 +1,940	+16%	+$54.3K	0.14%	55
2020 Q4	$334K	Hold	11,821	–	–	0.15%	52
2020 Q3	$219K	Buy	+11,821	New	+$185K	0.12%	58
2020 Q1	–	Sell	-40	Closed	–	–	152
2019 Q4	$0	Buy	+40	New	+$440	﹤0.01%	291