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Synergy Asset Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Synergy Asset Management’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
-1,852
Closed -$27.2K – 417
2024
Q4 		$27.2K Buy
+1,852
New +$23.4K ﹤0.01% 335
2021
Q1 		– Sell
-167,177
Closed -$4.72M – 100
2020
Q4 		$4.72M Buy
+167,177
New +$3.76M 1.48% 29

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

Synergy Asset Management's ICLN Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2025, closing a stake of 1,852 shares — an estimated $27.2K sold.

Synergy Asset Management first reported a position in ICLN in Q4 2020 and held it in 2 quarters. The position peaked at $4.72M in Q4 2020. 406 funds tracked by Wall St. Rank hold ICLN as of Q1 2025.

  • Synergy Asset Management reported no remaining iShares Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 1,852 iShares Global Clean Energy ETF shares in Q1 2025, an estimated $27.2K.
  • Synergy Asset Management first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 2 quarters.
  • Synergy Asset Management's iShares Global Clean Energy ETF position peaked at $4.72M in Q4 2020.
  • 406 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.