Sandy Spring Bank’s iShares Global Clean Energy ETF ICLN Stock Holding History

Sandy Spring Bank’s Portfolio ICLN Stock Details ICLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$8.68K	Sell	760 -400	-34%	-$4.56K	﹤0.01%	871
2024 Q4	$13.2K	Sell	1,160 -6,665	-85%	-$84.3K	﹤0.01%	823
2024 Q3	$115K	Sell	7,825 -2,605	-25%	-$36.7K	﹤0.01%	442
2024 Q2	$139K	Sell	10,430 -1,987	-16%	-$27.8K	0.01%	408
2024 Q1	$174K	Sell	12,417 -330	-3%	-$4.65K	0.01%	386
2023 Q4	$198K	Sell	12,747 -1,460	-10%	-$20.5K	0.01%	363
2023 Q3	$208K	Sell	14,207 -2,350	-14%	-$39.4K	0.01%	338
2023 Q2	$305K	Hold	16,557	–	–	0.02%	305
2023 Q1	$327K	Buy	16,557 +3,000	+22%	+$59.4K	0.02%	288
2022 Q4	$269K	Buy	13,557 +5,407	+66%	+$106K	0.02%	308
2022 Q3	$156K	Buy	+8,150	New	+$174K	0.01%	350
2021 Q4	–	Sell	-300	Closed	-$6K	–	1232
2021 Q3	$6K	Hold	300	–	–	﹤0.01%	948
2021 Q2	$7K	Buy	+300	New	+$6.85K	﹤0.01%	941

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sandy Spring Bank's ICLN Position: Q1 2025 in Review

Sandy Spring Bank reduced its iShares Global Clean Energy ETF (ICLN) stake by 34% in Q1 2025, selling an estimated $4.56K and leaving 760 shares worth $8.68K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Sandy Spring Bank first reported a position in ICLN in Q2 2021 and has held it in 13 quarters since. The position peaked at $327K in Q1 2023. 403 funds tracked by Wall St. Rank hold ICLN as of Q1 2025.

Sandy Spring Bank held 760 shares of iShares Global Clean Energy ETF worth $8.68K as of Q1 2025.
Sandy Spring Bank sold 400 iShares Global Clean Energy ETF shares in Q1 2025, an estimated $4.56K.
iShares Global Clean Energy ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #871 holding.
Sandy Spring Bank first reported a position in iShares Global Clean Energy ETF in Q2 2021 and has held it in 13 quarters since.
Sandy Spring Bank's iShares Global Clean Energy ETF position peaked at $327K in Q1 2023.
403 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.