US Financial Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$368K Buy
32,255
+5,030
+18% +$57.4K 0.11% 66
2024
Q4
$310K Buy
27,225
+709
+3% +$8.07K 0.1% 69
2024
Q3
$390K Buy
26,516
+6,372
+32% +$93.6K 0.12% 63
2024
Q2
$268K Sell
20,144
-3,683
-15% -$49.1K 0.09% 74
2024
Q1
$333K Sell
23,827
-913
-4% -$12.8K 0.12% 59
2023
Q4
$385K Buy
24,740
+3,182
+15% +$49.5K 0.14% 55
2023
Q3
$315K Buy
21,558
+2,464
+13% +$36K 0.13% 58
2023
Q2
$351K Buy
19,094
+2,234
+13% +$41.1K 0.15% 53
2023
Q1
$333K Sell
16,860
-292
-2% -$5.78K 0.15% 56
2022
Q4
$340K Buy
+17,152
New +$340K 0.17% 53