Wealthcare Advisory Partners’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 Q1	–	Sell	-61,991	Closed	-$705K	–	923
2024 Q4	$705K	Buy	61,991 +25,576	+70%	+$323K	0.02%	496
2024 Q3	$535K	Sell	36,415 -90,784	-71%	-$1.28M	0.02%	551
2024 Q2	$1.69M	Buy	127,199 +101,889	+403%	+$1.43M	0.05%	265
2024 Q1	$354K	Sell	25,310 -6,866	-21%	-$96.7K	0.01%	624
2023 Q4	$501K	Buy	32,176 +1,732	+6%	+$24.4K	0.02%	489
2023 Q3	$445K	Buy	30,444 +216	+0.7%	+$3.63K	0.02%	460
2023 Q2	$556K	Sell	30,228 -31,209	-51%	-$587K	0.02%	420
2023 Q1	$1.22M	Buy	61,437 +14,526	+31%	+$288K	0.05%	261
2022 Q4	$931K	Buy	46,911 +1,134	+2%	+$22.3K	0.04%	289
2022 Q3	$874K	Sell	45,777 -4,104	-8%	-$87.5K	0.05%	257
2022 Q2	$950K	Sell	49,881 -4,489	-8%	-$87.5K	0.06%	215
2022 Q1	$1.17M	Sell	54,370 -1,250	-2%	-$24.5K	0.07%	166
2021 Q4	$1.18M	Sell	55,620 -5,874	-10%	-$135K	0.07%	176
2021 Q3	$1.33M	Buy	61,494 +2,316	+4%	+$52.8K	0.09%	147
2021 Q2	$1.39M	Sell	59,178 -393	-0.7%	-$8.97K	0.09%	148
2021 Q1	$1.45M	Sell	59,571 -231,322	-80%	-$6.47M	0.1%	124
2020 Q4	$8.21M	Buy	290,893 +35,579	+14%	+$800K	0.73%	27
2020 Q3	$4.72M	Buy	+255,314	New	+$3.99M	0.52%	30
2020 Q1	–	Sell	-3,910	Closed	-$46K	–	1533
2019 Q4	$46K	Buy	3,910 +510	+15%	+$5.61K	0.01%	569
2019 Q3	$37K	Buy	+3,400	New	+$37K	0.01%	601
2019 Q1	–	Sell	-560	Closed	-$5K	–	1241
2018 Q4	$5K	Hold	560	–	–	﹤0.01%	932
2018 Q3	$5K	Hold	560	–	–	﹤0.01%	992
2018 Q2	$5K	Hold	560	–	–	﹤0.01%	982
2018 Q1	$5K	Hold	560	–	–	﹤0.01%	830
2017 Q4	$5K	Buy	+560	New	+$5.09K	﹤0.01%	782