Acorn Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History

Acorn Wealth Advisors’s Portfolio IYE Stock Details IYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,284	Closed	-$53K	–	290
2018 Q2	$53K	Hold	1,284	–	–	0.05%	266
2018 Q1	$52K	Buy	1,284 +2	+0.2%	+$78	0.05%	260
2017 Q4	$53K	Buy	+1,282	New	+$48.3K	0.05%	248

Other funds holding IYE

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Acorn Wealth Advisors's IYE Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of iShares US Energy ETF (IYE) in Q3 2018, closing a stake of 1,284 shares — an estimated $53K sold.

Acorn Wealth Advisors first reported a position in IYE in Q4 2017 and held it in 3 quarters. The position peaked at $53K in Q2 2018. 196 funds tracked by Wall St. Rank hold IYE as of Q3 2018.

Acorn Wealth Advisors reported no remaining iShares US Energy ETF position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 1,284 iShares US Energy ETF shares in Q3 2018, an estimated $53K.
Acorn Wealth Advisors first reported a position in iShares US Energy ETF in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's iShares US Energy ETF position peaked at $53K in Q2 2018.
196 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.