CLMA

iClima Climate Change Solutions ETF
*Unless otherwise stated, data provided by FactSet.

CLMA Fund Description

CLMA tracks a tiered index of stocks from global firms that provide climate change solutions through Carbon Dioxide Equivalents (CO2e) Avoidance.

CLMA Factset Analytics Insight

CLMA invests in global companies that offer climate change solutions through products and/or services that ultimately enable lower carbon emissions. The fund includes firms classified in the following segments: (1) green energy, (2) green transportation, (3) water and waste improvements, (4) enabling solutions, and (5) sustainable products. Companies are screened to determine their percentage of Green Revenue, compared to total revenue. Firms with a Green Revenue of at least 20%, have Green Revenue increased by at least 10% over time, or have publicly disclosed a specific CO2e Avoidance solution as a key revenue source are included in the index. Finally, ESG screens are also employed to provide additional evidence of relevant sustainability and ESG aspects in their operations. Holdings are weighted using a modified market-cap scheme, adjusted based on the total number of constituents. Prior to February 14, 2022, the fund name was iClima Global Decarbonization Transition Leaders ETF.

PERFORMANCE [as of 05/17/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
CLMA -8.34% -9.36% -21.90% -- -- -- --
CLMA (NAV) -14.64% -10.07% -22.45% -- -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

CLMA Summary Data

iClima
07/20/21
Open-Ended Fund
0.65%
$1.56M
$8.15K
0.44%

CLMA Portfolio Data

$35.07B
158.44
2.95
--
N/A
160

CLMA Index Data

iClima Global Decarbonisation Enablers Index
Tiered
Principles-based
N/A

CLMA Portfolio Management

0.65%
--
--
--

CLMA Tax Exposures

20.00% / 39.60%
--
N/A
No

CLMA Fund Structure

Open-Ended Fund
No
No
-- / --
N/A
N/A
High
Daily

CLMA Factset Analytics Block Liquidity

As of 05/19/22
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of CLMA. CLMA is rated a N/A out of 5.

CLMA Tradability

490
$8.15K
203
$3.47K
0.44%
$0.08
0.18%
1.40% / -1.43%
None
58.00%
--
--
--
--
0
$15.58
N/A

CLMA Sector/Industry Breakdown


CLMA
Segment Benchmark
28.58%
--
17.84%
--
13.94%
--
11.10%
--
8.46%
--
5.30%
--
3.06%
--
2.92%
--
1.65%
--
1.59%
--

CLMA Top 10 Holdings[View All]

1.75%
1.58%
1.33%
1.18%
1.10%
12.64%

CLMA Countries


CLMA
Segment Benchmark
44.10%
--
6.31%
--
5.49%
--
5.47%
--
4.30%
--
3.69%
--
3.64%
--
3.04%
--
2.92%
--
2.28%
--

CLMA Regions


CLMA
Segment Benchmark
47.74%
--
35.15%
--
14.25%
--
2.86%
--

CLMA Economic Development


CLMA
Segment Benchmark
96.55%
--
3.45%
--

CLMA Performance Statistics

--
--
--
--
--
N/A

CLMA Benchmark Comparison Holdings

160
--
--
--

CLMA Benchmark Comparison Summary


CLMA
Segment Benchmark
160
--
$35.07B
--
158.44
--
2.95
--
1.14%
--
Low
--

CLMA Benchmark Comparison Market Cap Size


CLMA
Segment Benchmark
49.50%
--
34.88%
--
13.71%
--
1.91%
--

Options Strategies for Outcome Investing

A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.