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Choate Investment Advisors’s iShares US Energy ETF IYE Stock Holding History

Choate Investment 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
2022
Q2 		– Sell
-545
Closed -$22K – 356
2022
Q1 		$22K Hold
545
– – ﹤0.01% 339
2021
Q4 		$16K Buy
+545
New +$16.8K ﹤0.01% 330

Other funds holding IYE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Choate Investment Advisors's IYE Position: Q2 2022 in Review

Choate Investment Advisors sold out of iShares US Energy ETF (IYE) in Q2 2022, closing a stake of 545 shares — an estimated $22K sold.

Choate Investment Advisors first reported a position in IYE in Q4 2021 and held it in 2 quarters. The position peaked at $22K in Q1 2022. 386 funds tracked by Wall St. Rank hold IYE as of Q2 2022.

  • Choate Investment Advisors reported no remaining iShares US Energy ETF position as of Q2 2022 after selling out during the quarter.
  • Choate Investment Advisors sold 545 iShares US Energy ETF shares in Q2 2022, an estimated $22K.
  • Choate Investment Advisors first reported a position in iShares US Energy ETF in Q4 2021 and held it in 2 quarters.
  • Choate Investment Advisors's iShares US Energy ETF position peaked at $22K in Q1 2022.
  • 386 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2022.

Based on Choate Investment Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.