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Sigma Planning Corp’s iShares Global Clean Energy ETF ICLN Stock Holding History

Sigma Planning Corp’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 		– Sell
-10,186
Closed -$116K – 1241
2024
Q4 		$116K Buy
10,186
+72
+0.7% +$911 ﹤0.01% 1122
2024
Q3 		$149K Sell
10,114
-420
-4% -$5.92K ﹤0.01% 1153
2024
Q2 		$140K Sell
10,534
-1,377
-12% -$19.3K ﹤0.01% 1119
2024
Q1 		$167K Buy
+11,911
New +$168K 0.01% 1151
2023
Q4 		– Sell
-16,325
Closed -$239K – 1006
2023
Q3 		$239K Sell
16,325
-1,181
-7% -$19.8K 0.01% 1014
2023
Q2 		$322K Sell
17,506
-6,084
-26% -$114K 0.01% 909
2023
Q1 		$467K Sell
23,590
-1,638
-6% -$32.5K 0.02% 827
2022
Q4 		$501K Sell
25,228
-3,893
-13% -$76.5K 0.02% 764
2022
Q3 		$556K Sell
29,121
-1,513
-5% -$32.2K 0.02% 690
2022
Q2 		$584K Buy
30,634
+131
+0.4% +$2.55K 0.02% 695
2022
Q1 		$656K Sell
30,503
-2,062
-6% -$40.4K 0.02% 727
2021
Q4 		$689K Sell
32,565
-1,663
-5% -$38.2K 0.02% 696
2021
Q3 		$741K Sell
34,228
-2,749
-7% -$62.7K 0.02% 652
2021
Q2 		$868K Buy
36,977
+4,127
+13% +$94.2K 0.03% 609
2021
Q1 		$798K Sell
32,850
-8,807
-21% -$246K 0.03% 587
2020
Q4 		$1.18M Buy
41,657
+30,384
+270% +$683K 0.04% 396
2020
Q3 		$208K Buy
+11,273
New +$176K 0.01% 944

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Criteria Caixa Barcelona, Spain $23.6M AUM 7.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sigma Planning Corp's ICLN Position: Q1 2025 in Review

Sigma Planning Corp sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2025, closing a stake of 10,186 shares — an estimated $116K sold.

Sigma Planning Corp first reported a position in ICLN in Q3 2020 and held it in 17 quarters. The position peaked at $1.18M in Q4 2020. 405 funds tracked by Wall St. Rank hold ICLN as of Q1 2025.

  • Sigma Planning Corp reported no remaining iShares Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 10,186 iShares Global Clean Energy ETF shares in Q1 2025, an estimated $116K.
  • Sigma Planning Corp first reported a position in iShares Global Clean Energy ETF in Q3 2020 and held it in 17 quarters.
  • Sigma Planning Corp's iShares Global Clean Energy ETF position peaked at $1.18M in Q4 2020.
  • 405 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2025.

Based on Sigma Planning Corp's 13F filing for Q1 2025, filed 2 May 2025.