Crestwood Advisors Group’s iShares US Energy ETF IYE Stock Holding History

Crestwood Advisors 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
2026 Q1	$1.9M	Sell	29,342 -96	-0.3%	-$5.44K	0.03%	233
2025 Q4	$1.4M	Sell	29,438 -6,236	-17%	-$295K	0.02%	246
2025 Q3	$1.7M	Sell	35,674 -142,927	-80%	-$6.65M	0.03%	230
2025 Q2	$8.08M	Sell	178,601 -41,922	-19%	-$1.85M	0.14%	116
2025 Q1	$10.9M	Sell	220,523 -5,233	-2%	-$249K	0.21%	91
2024 Q4	$10.3M	Sell	225,756 -8,881	-4%	-$426K	0.19%	95
2024 Q3	$10.9M	Sell	234,637 -7,589	-3%	-$357K	0.21%	88
2024 Q2	$11.6M	Sell	242,226 -2,573	-1%	-$126K	0.24%	78
2024 Q1	$12.1M	Sell	244,799 -7,878	-3%	-$354K	0.26%	77
2023 Q4	$11.1M	Buy	+252,677	New	+$11.4M	0.26%	78

Other funds holding IYE

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

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

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 New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return