Corient Private Wealth
IYE icon

Corient Private Wealth’s iShares US Energy ETF IYE Stock Holding History

Corient Private Wealth’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
2026
Q1 		$1.39M Sell
39,681
-69,017
-63% -$3.91M ﹤0.01% 1459
2025
Q4 		$3.84M Buy
108,698
+53,643
+97% +$2.54M ﹤0.01% 1184
2025
Q3 		$2.62M Sell
55,055
-13,194
-19% -$614K ﹤0.01% 952
2025
Q2 		$3.09M Buy
68,249
+48,308
+242% +$2.13M ﹤0.01% 861
2025
Q1 		$983K Sell
19,941
-29,400
-60% -$1.4M ﹤0.01% 1291
2024
Q4 		$964K Sell
49,341
-8,648
-15% -$415K ﹤0.01% 1333
2024
Q3 		$2.69M Sell
57,989
-3,209
-5% -$151K ﹤0.01% 968
2024
Q2 		$2.94M Sell
61,198
-5,240
-8% -$256K 0.01% 878
2024
Q1 		$3.28M Sell
66,438
-1,400
-2% -$63K 0.01% 825
2023
Q4 		$2.99M Sell
67,838
-4,764
-7% -$214K 0.01% 847
2023
Q3 		$3.44M Buy
72,602
+1,097
+2% +$50.6K 0.01% 735
2023
Q2 		$3.06M Buy
71,505
+2,105
+3% +$90.2K 0.01% 768
2023
Q1 		$3.04M Buy
69,400
+10,228
+17% +$463K 0.01% 721
2022
Q4 		$2.75M Buy
+59,172
New +$2.77M 0.01% 631

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return