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CFM Wealth Partners’s iShares US Energy ETF IYE Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-301
Closed -$6K – 315
2020
Q2 		$6K Hold
301
– – ﹤0.01% 423
2020
Q1 		$5K Sell
301
-1,197
-80% -$30.2K ﹤0.01% 472
2019
Q4 		$48K Buy
+1,498
New +$47.3K 0.02% 282

Other funds holding IYE

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WA
WP Advisors San Francisco, California $413M AUM 26.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFM Wealth Partners's IYE Position: Q3 2020 in Review

CFM Wealth Partners sold out of iShares US Energy ETF (IYE) in Q3 2020, closing a stake of 301 shares — an estimated $6K sold.

CFM Wealth Partners first reported a position in IYE in Q4 2019 and held it in 3 quarters. The position peaked at $48K in Q4 2019. 152 funds tracked by Wall St. Rank hold IYE as of Q3 2020.

  • CFM Wealth Partners reported no remaining iShares US Energy ETF position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 301 iShares US Energy ETF shares in Q3 2020, an estimated $6K.
  • CFM Wealth Partners first reported a position in iShares US Energy ETF in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's iShares US Energy ETF position peaked at $48K in Q4 2019.
  • 152 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.