Clean Yield Group’s iShares US Energy ETF IYE Stock Holding History

Clean Yield Group’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	-69	Closed	-$3K	–	451
2022 Q1	$3K	Buy	+69	New	+$2.54K	﹤0.01%	425

Other funds holding IYE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clean Yield Group's IYE Position: Q2 2022 in Review

Clean Yield Group sold out of iShares US Energy ETF (IYE) in Q2 2022, closing a stake of 69 shares — an estimated $3K sold.

Clean Yield Group first reported a position in IYE in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 385 funds tracked by Wall St. Rank hold IYE as of Q2 2022.

Clean Yield Group reported no remaining iShares US Energy ETF position as of Q2 2022 after selling out during the quarter.
Clean Yield Group sold 69 iShares US Energy ETF shares in Q2 2022, an estimated $3K.
Clean Yield Group first reported a position in iShares US Energy ETF in Q1 2022 and held it in 1 quarter.
Clean Yield Group's iShares US Energy ETF position peaked at $3K in Q1 2022.
385 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2022.

Based on Clean Yield Group's 13F filing for Q2 2022, filed 18 Jul 2022.