Aspiriant LLC’s iShares US Energy ETF IYE Stock Holding History

Aspiriant LLC’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
2026 Q2	$207K	Hold	3,654	–	–	0.01%	382
2026 Q1	$237K	Buy	+3,654	New	+$207K	0.01%	314
2023 Q2	–	Sell	-5,356	Closed	-$234K	–	289
2023 Q1	$234K	Hold	5,356	–	–	0.01%	251
2022 Q4	$249K	Hold	5,356	–	–	0.01%	238
2022 Q3	$211K	Hold	5,356	–	–	0.01%	245
2022 Q2	$204K	Hold	5,356	–	–	0.01%	264
2022 Q1	$219K	Buy	+5,356	New	+$197K	0.01%	261

Other funds holding IYE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TSW

Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aspiriant LLC's IYE Position: Q2 2026 in Review

Aspiriant LLC held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 3,654 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #382.

Aspiriant LLC first reported a position in IYE in Q1 2022 and has held it in 7 quarters since. The position peaked at $249K in Q4 2022. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Aspiriant LLC held 3,654 shares of iShares US Energy ETF worth $207K as of Q2 2026.
Aspiriant LLC left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #382 holding.
Aspiriant LLC first reported a position in iShares US Energy ETF in Q1 2022 and has held it in 7 quarters since.
Aspiriant LLC's iShares US Energy ETF position peaked at $249K in Q4 2022.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.