Syon Capital’s iShares Global Clean Energy ETF ICLN Stock Holding History

Syon Capital’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
2024 Q1	–	Sell	-126,964	Closed	-$1.98M	–	484
2023 Q4	$1.98M	Buy	126,964 +48,712	+62%	+$685K	0.08%	150
2023 Q3	$1.14M	Buy	+78,252	New	+$1.31M	0.14%	90

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PCP

Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

S2L

Sparta 24 Ltd Tirat Hacarmel, Israel $87.5M AUM 10.49% 1-Year Est. Return

Syon Capital's ICLN Position: Q1 2024 in Review

Syon Capital sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2024, closing a stake of 126,964 shares — an estimated $1.98M sold.

Syon Capital first reported a position in ICLN in Q3 2023 and held it in 2 quarters. The position peaked at $1.98M in Q4 2023. 505 funds tracked by Wall St. Rank hold ICLN as of Q1 2024.

Syon Capital reported no remaining iShares Global Clean Energy ETF position as of Q1 2024 after selling out during the quarter.
Syon Capital sold 126,964 iShares Global Clean Energy ETF shares in Q1 2024, an estimated $1.98M.
Syon Capital first reported a position in iShares Global Clean Energy ETF in Q3 2023 and held it in 2 quarters.
Syon Capital's iShares Global Clean Energy ETF position peaked at $1.98M in Q4 2023.
505 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2024.

Based on Syon Capital's 13F filing for Q1 2024, filed 14 May 2024.