Clear Point Advisors’s iShares US Energy ETF IYE Stock Holding History

Clear Point 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
2024 Q4	–	Sell	-4	Closed	-$164	–	332
2024 Q3	$164	Hold	4	–	–	﹤0.01%	536
2024 Q2	$168	Buy	4 +1	+33%	+$49	﹤0.01%	534
2024 Q1	$172	Hold	3	–	–	﹤0.01%	534
2023 Q4	$153	Buy	+3	New	+$135	﹤0.01%	523

Other funds holding IYE

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Clear Point Advisors's IYE Position: Q4 2024 in Review

Clear Point Advisors sold out of iShares US Energy ETF (IYE) in Q4 2024, closing a stake of 4 shares — an estimated $164 sold.

Clear Point Advisors first reported a position in IYE in Q4 2023 and held it in 4 quarters. The position peaked at $172 in Q1 2024. 304 funds tracked by Wall St. Rank hold IYE as of Q4 2024.

Clear Point Advisors reported no remaining iShares US Energy ETF position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 4 iShares US Energy ETF shares in Q4 2024, an estimated $164.
Clear Point Advisors first reported a position in iShares US Energy ETF in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's iShares US Energy ETF position peaked at $172 in Q1 2024.
304 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.