Clearview Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-334	Closed	-$14.3K	–	376
2023 Q2	$14.3K	Buy	334 +2	+0.6%	+$86	0.01%	318
2023 Q1	$14.5K	Buy	332 +3	+0.9%	+$136	0.01%	315
2022 Q4	$15.3K	Buy	329 +3	+0.9%	+$140	0.01%	283
2022 Q3	$13K	Buy	326 +4	+1%	+$164	0.01%	305
2022 Q2	$12K	Buy	322 +3	+0.9%	+$127	0.01%	337
2022 Q1	$13K	Buy	319 +2	+0.6%	+$74	0.01%	348
2021 Q4	$10K	Buy	317 +3	+1%	+$92	0.01%	419
2021 Q3	$9K	Buy	314 +4	+1%	+$107	0.01%	438
2021 Q2	$9K	Buy	310 +2	+0.6%	+$56	0.01%	452
2021 Q1	$8K	Buy	308 +1	+0.3%	+$25	0.01%	439
2020 Q4	$6K	Buy	+307	New	+$5.64K	﹤0.01%	429

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

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

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

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

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

BRCM

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

Clearview Wealth Advisors's IYE Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares US Energy ETF (IYE) in Q3 2023, closing a stake of 334 shares — an estimated $14.3K sold.

Clearview Wealth Advisors first reported a position in IYE in Q4 2020 and held it in 11 quarters. The position peaked at $15.3K in Q4 2022. 302 funds tracked by Wall St. Rank hold IYE as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares US Energy ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 334 iShares US Energy ETF shares in Q3 2023, an estimated $14.3K.
Clearview Wealth Advisors first reported a position in iShares US Energy ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's iShares US Energy ETF position peaked at $15.3K in Q4 2022.
302 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.