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Better Money Decisions’s iShares US Energy ETF IYE Stock Holding History

Better Money Decisions’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
2021
Q4 		– Sell
-137
Closed -$4K – 327
2021
Q3 		$4K Buy
137
+2
+1% +$54 ﹤0.01% 556
2021
Q2 		$4K Hold
135
– – ﹤0.01% 539
2021
Q1 		$4K Buy
+135
New +$3.32K ﹤0.01% 490

Other funds holding IYE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Better Money Decisions's IYE Position: Q4 2021 in Review

Better Money Decisions sold out of iShares US Energy ETF (IYE) in Q4 2021, closing a stake of 137 shares — an estimated $4K sold.

Better Money Decisions first reported a position in IYE in Q1 2021 and held it in 3 quarters. The position peaked at $4K in Q3 2021. 351 funds tracked by Wall St. Rank hold IYE as of Q4 2021.

  • Better Money Decisions reported no remaining iShares US Energy ETF position as of Q4 2021 after selling out during the quarter.
  • Better Money Decisions sold 137 iShares US Energy ETF shares in Q4 2021, an estimated $4K.
  • Better Money Decisions first reported a position in iShares US Energy ETF in Q1 2021 and held it in 3 quarters.
  • Better Money Decisions's iShares US Energy ETF position peaked at $4K in Q3 2021.
  • 351 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.