Empowered Funds’s iShares US Energy ETF IYE Stock Holding History

Empowered Funds’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
2025 Q4	–	Sell	-58,672	Closed	-$2.79M	–	1464
2025 Q3	$2.79M	Buy	+58,672	New	+$2.73M	0.03%	752

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

BRCM

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

Empowered Funds's IYE Position: Q4 2025 in Review

Empowered Funds sold out of iShares US Energy ETF (IYE) in Q4 2025, closing a stake of 58,672 shares — an estimated $2.79M sold.

Empowered Funds first reported a position in IYE in Q3 2025 and held it in 1 quarter. The position peaked at $2.79M in Q3 2025. 275 funds tracked by Wall St. Rank hold IYE as of Q4 2025.

Empowered Funds reported no remaining iShares US Energy ETF position as of Q4 2025 after selling out during the quarter.
Empowered Funds sold 58,672 iShares US Energy ETF shares in Q4 2025, an estimated $2.79M.
Empowered Funds first reported a position in iShares US Energy ETF in Q3 2025 and held it in 1 quarter.
Empowered Funds's iShares US Energy ETF position peaked at $2.79M in Q3 2025.
275 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2025.

Based on Empowered Funds's 13F filing for Q4 2025, filed 11 Feb 2026.