Ownership history in First Affirmative Financial Network Β· 16 quarters on record
This page tracks every 13F SEC filing in which First Affirmative Financial Network reported a position in ISHARES TR (ICLN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π First Affirmative Financial Network underperformed the S&P 500 by β18.9% annually on this ICLN position. Timing score: 47% (7/15 decisions correct). Average cost basis: $19.11. Maximum drawdown during holding period: β45.0%.
β Significantly underperformed the S&P 500 by 18.9% ann.
15 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
7 of 15 add/trim decisions correct
Best entry: $11.21 (2025 Q1) Β· Worst: $20.32 (2021 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
12 adds Β· 4 trims. Bought during 5 of 8 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.8% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size